Baird’s Telus TU Stock Holding History

Baird’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
2014 Q3	–	Sell	-61,530	Closed	-$1.15M	–	1184
2014 Q2	$1.15M	Sell	61,530 -700	-1%	-$12.8K	0.02%	636
2014 Q1	$1.12M	Buy	62,230 +16,440	+36%	+$284K	0.02%	606
2013 Q4	$789K	Buy	+45,790	New	+$790K	0.01%	687

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Baird's TU Position: Q3 2014 in Review

Baird sold out of Telus (TU) in Q3 2014, closing a stake of 61,530 shares — an estimated $1.15M sold.

Baird first reported a position in TU in Q4 2013 and held it in 3 quarters. The position peaked at $1.15M in Q2 2014. 210 funds tracked by Wall St. Rank hold TU as of Q3 2014.

Baird reported no remaining Telus position as of Q3 2014 after selling out during the quarter.
Baird sold 61,530 Telus shares in Q3 2014, an estimated $1.15M.
Baird first reported a position in Telus in Q4 2013 and held it in 3 quarters.
Baird's Telus position peaked at $1.15M in Q2 2014.
210 funds tracked by Wall St. Rank held Telus as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.