ZIM
OTEX icon

Zacks Investment Management’s Open Text OTEX Stock Holding History

Zacks Investment Management’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
2014
Q2 		– Sell
-17,456
Closed -$416K – 729
2014
Q1 		$416K Buy
+17,456
New +$424K 0.02% 470

Other funds holding OTEX

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
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
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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
GMI
Greystone Managed Investments Regina, Saskatchewan, Canada $1.65B AUM 7.9% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

Zacks Investment Management's OTEX Position: Q2 2014 in Review

Zacks Investment Management sold out of Open Text (OTEX) in Q2 2014, closing a stake of 17,456 shares — an estimated $416K sold.

Zacks Investment Management first reported a position in OTEX in Q1 2014 and held it in 1 quarter. The position peaked at $416K in Q1 2014. 192 funds tracked by Wall St. Rank hold OTEX as of Q2 2014.

  • Zacks Investment Management reported no remaining Open Text position as of Q2 2014 after selling out during the quarter.
  • Zacks Investment Management sold 17,456 Open Text shares in Q2 2014, an estimated $416K.
  • Zacks Investment Management first reported a position in Open Text in Q1 2014 and held it in 1 quarter.
  • Zacks Investment Management's Open Text position peaked at $416K in Q1 2014.
  • 192 funds tracked by Wall St. Rank held Open Text as of Q2 2014.

Based on Zacks Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.