WT
EXFO

Whittier Trust’s EXFO INC. EXFO Stock Holding History

Whittier Trust’s Portfolio EXFO Stock Details EXFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-411
Closed -$1K – 1241
2015
Q2 		$1K Hold
411
– – ﹤0.01% 1192
2015
Q1 		$2K Hold
411
– – ﹤0.01% 1177
2014
Q4 		$1K Hold
411
– – ﹤0.01% 1062
2014
Q3 		$2K Hold
411
– – ﹤0.01% 1005
2014
Q2 		$2K Hold
411
– – ﹤0.01% 1003
2014
Q1 		$2K Hold
411
– – ﹤0.01% 1030
2013
Q4 		$2K Hold
411
– – ﹤0.01% 1031
2013
Q3 		$2K Sell
411
-411
-50% -$2K ﹤0.01% 1024
2013
Q2 		$4K Buy
+822
New +$3.67K ﹤0.01% 997

Other funds holding EXFO

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $166M AUM 18.77% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Whittier Trust's EXFO Position: Q3 2015 in Review

Whittier Trust sold out of EXFO INC. (EXFO) in Q3 2015, closing a stake of 411 shares — an estimated $1K sold.

Whittier Trust first reported a position in EXFO in Q2 2013 and held it in 9 quarters. The position peaked at $4K in Q2 2013. 18 funds tracked by Wall St. Rank hold EXFO as of Q3 2015.

  • Whittier Trust reported no remaining EXFO INC. position as of Q3 2015 after selling out during the quarter.
  • Whittier Trust sold 411 EXFO INC. shares in Q3 2015, an estimated $1K.
  • Whittier Trust first reported a position in EXFO INC. in Q2 2013 and held it in 9 quarters.
  • Whittier Trust's EXFO INC. position peaked at $4K in Q2 2013.
  • 18 funds tracked by Wall St. Rank held EXFO INC. as of Q3 2015.

Based on Whittier Trust's 13F filing for Q3 2015, filed 12 Nov 2015.