RE: My PredictionNo SRK, Acuity sold because at the end of 2010 WIN was one of their top three holdings in many of their mutual/pooled funds and most likely breached their investment policy maximums (check the year-end financials for their pooled funds on the Acuity website if you don't believe me).
And WIN wasn't a top holding in only their small cap funds, it was a top holding in some of their funds that hold large caps. You try to explain to a pension committee why their top holdings in a dividend fund is a little-known small-cap tech company called Wi-Lan and see what looks you get. The story Acuity would have to tell was: "yes, it was our top holding on Dec. 31st but there had been a big run-up at the end of the year and we will be looking for an opportunity to trim our position in early 2011"....which is exactly what they did....period.
Any opinions that Acuity was upset about the BD or don't think WIIN is still a great investment are purely conjecture.
Chi.