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YorkBridge Wealth Partners’s Cenovus Energy CVE Stock Holding History

YorkBridge Wealth Partners’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-304
Closed -$3K – 881
2017
Q1 		$3K Buy
304
+113
+59% +$1.52K ﹤0.01% 720
2016
Q4 		$3K Buy
+191
New +$2.88K ﹤0.01% 707

Other funds holding CVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

YorkBridge Wealth Partners's CVE Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Cenovus Energy (CVE) in Q2 2017, closing a stake of 304 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in CVE in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 263 funds tracked by Wall St. Rank hold CVE as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Cenovus Energy position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 304 Cenovus Energy shares in Q2 2017, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Cenovus Energy in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Cenovus Energy position peaked at $3K in Q1 2017.
  • 263 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.