WA
GIB icon

Waverly Advisors’s CGI GIB Stock Holding History

Waverly Advisors’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-91
Closed -$3K – 520
2014
Q3 		$3K Hold
91
– – ﹤0.01% 696
2014
Q2 		$3K Hold
91
– – ﹤0.01% 663
2014
Q1 		$3K Hold
91
– – ﹤0.01% 624
2013
Q4 		$3K Buy
+91
New +$3.22K ﹤0.01% 745

Other funds holding GIB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Waverly Advisors's GIB Position: Q4 2014 in Review

Waverly Advisors sold out of CGI (GIB) in Q4 2014, closing a stake of 91 shares — an estimated $3K sold.

Waverly Advisors first reported a position in GIB in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q3 2014. 166 funds tracked by Wall St. Rank hold GIB as of Q4 2014.

  • Waverly Advisors reported no remaining CGI position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 91 CGI shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in CGI in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's CGI position peaked at $3K in Q3 2014.
  • 166 funds tracked by Wall St. Rank held CGI as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.