UCFA
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United Capital Financial Advisors’s CAE Inc CAE Stock Holding History

United Capital Financial Advisors’s Portfolio CAE Stock Details CAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-458,979
Closed -$12.1M – 1218
2019
Q4 		$12.1M Sell
458,979
-1,486
-0.3% -$38.2K 0.08% 280
2019
Q3 		$11.7M Sell
460,465
-3,177
-0.7% -$83.5K 0.08% 267
2019
Q2 		$12.3M Sell
463,642
-1,626
-0.3% -$39.7K 0.08% 259
2019
Q1 		$10.3M Buy
465,268
+8,786
+2% +$184K 0.07% 290
2018
Q4 		$8.38M Sell
456,482
-13,486
-3% -$256K 0.07% 282
2018
Q3 		$9.55M Buy
469,968
+11,008
+2% +$225K 0.07% 308
2018
Q2 		$9.53M Buy
458,960
+23,596
+5% +$467K 0.07% 309
2018
Q1 		$8.09M Buy
435,364
+29,098
+7% +$534K 0.06% 333
2017
Q4 		$7.54M Buy
406,266
+51,593
+15% +$912K 0.06% 340
2017
Q3 		$6.22M Buy
354,673
+74,451
+27% +$1.26M 0.05% 355
2017
Q2 		$6.27M Buy
280,222
+117,530
+72% +$1.87M 0.06% 342
2017
Q1 		$2.49M Buy
162,692
+18,581
+13% +$272K 0.02% 511
2016
Q4 		$2.01M Buy
+144,111
New +$2.06M 0.02% 567

Other funds holding CAE

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM