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AllSquare Wealth Management’s Telus TU Stock Holding History

AllSquare Wealth Management’s Portfolio TU Stock Details TU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-400
Closed -$7K – 490
2019
Q1 		$7K Hold
400
– – 0.01% 368
2018
Q4 		$7K Hold
400
– – 0.01% 358
2018
Q3 		$7K Hold
400
– – 0.01% 380
2018
Q2 		$7K Buy
+400
New +$7.08K 0.01% 376

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

AllSquare Wealth Management's TU Position: Q2 2019 in Review

AllSquare Wealth Management sold out of Telus (TU) in Q2 2019, closing a stake of 400 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in TU in Q2 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 263 funds tracked by Wall St. Rank hold TU as of Q2 2019.

  • AllSquare Wealth Management reported no remaining Telus position as of Q2 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 400 Telus shares in Q2 2019, an estimated $7K.
  • AllSquare Wealth Management first reported a position in Telus in Q2 2018 and held it in 4 quarters.
  • AllSquare Wealth Management's Telus position peaked at $7K in Q1 2019.
  • 263 funds tracked by Wall St. Rank held Telus as of Q2 2019.

Based on AllSquare Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.