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YorkBridge Wealth Partners’s Open Text OTEX Stock Holding History

YorkBridge Wealth Partners’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-106
Closed -$4K – 899
2017
Q1 		$4K Buy
+106
New +$3.52K ﹤0.01% 713

Other funds holding OTEX

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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 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

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

YorkBridge Wealth Partners sold out of Open Text (OTEX) in Q2 2017, closing a stake of 106 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in OTEX in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 238 funds tracked by Wall St. Rank hold OTEX as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Open Text position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 106 Open Text shares in Q2 2017, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in Open Text in Q1 2017 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Open Text position peaked at $4K in Q1 2017.
  • 238 funds tracked by Wall St. Rank held Open Text as of Q2 2017.

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