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Wealthspire Advisors (Maryland)’s CAE Inc CAE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-30
Closed -$1K – 694
2019
Q1 		$1K Hold
30
– – ﹤0.01% 2300
2018
Q4 		$1K Buy
+30
New +$571 ﹤0.01% 2233
2017
Q3 		– Sell
-32
Closed -$1K – 2267
2017
Q2 		$1K Hold
32
– – ﹤0.01% 2061
2017
Q1 		$0 Buy
+32
New +$469 ﹤0.01% 1924

Other funds holding CAE

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CAE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of CAE Inc (CAE) in Q2 2019, closing a stake of 30 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CAE in Q1 2017 and held it in 4 quarters. The position peaked at $1K in Q1 2019. 193 funds tracked by Wall St. Rank hold CAE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CAE Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30 CAE Inc shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in CAE Inc in Q1 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s CAE Inc position peaked at $1K in Q1 2019.
  • 193 funds tracked by Wall St. Rank held CAE Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.