MD FINANCIAL MANAGEMENT INC.

OTTAWA, A6 How do I update this listing?

MD Financial Management is based out of Ottawa. Their last reported 13F filing for Q4 2018 included $2,005,161,000 in managed 13F securities and a top 10 holdings concentration of 52.52%. MD Financial Management's largest holding is Invesco Senior Loan ETF with shares held of 6,812,781. Whalewisdom has at least 5 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $2.005 Billion
  • Prior Market Value $2.201 Billion
  • New Purchases1 stock
  • Additional Purchases11 stocks
  • Sold out of0 stocks
  • Reduced holdings in23 stocks
  • Top 10 Holdings % 52.52 %
  • Turnover % [1]:2.86%
  • Turnover Alt % [2]: 4.99 %
  • Time Held Top20:3.65 quarters
  • Time Held Top10:3.00 quarters
  • Time Held All:3.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 3.69%
Performance Last 4 Quarters: 3.28%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.
Optionally compare to:
Number of shares is NOT split-adjusted

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Non-derivative Insider Transactions Since 12/31/2018

Loading...

Elevate your investments