BerganKDV Wealth Management’s Shaw Communications Inc. SJR Stock Holding History

BerganKDV Wealth Management’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-198	Closed	-$3K	–	1125
2020 Q1	$3K	Hold	198	–	–	﹤0.01%	705
2019 Q4	$4K	Hold	198	–	–	﹤0.01%	687
2019 Q3	$4K	Hold	198	–	–	﹤0.01%	594
2019 Q2	$4K	Hold	198	–	–	﹤0.01%	622
2019 Q1	$4K	Hold	198	–	–	﹤0.01%	624
2018 Q4	$4K	Buy	+198	New	+$3.71K	﹤0.01%	576

Other funds holding SJR

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

BerganKDV Wealth Management's SJR Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Shaw Communications Inc. (SJR) in Q2 2020, closing a stake of 198 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in SJR in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 188 funds tracked by Wall St. Rank hold SJR as of Q2 2020.

BerganKDV Wealth Management reported no remaining Shaw Communications Inc. position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 198 Shaw Communications Inc. shares in Q2 2020, an estimated $3K.
BerganKDV Wealth Management first reported a position in Shaw Communications Inc. in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Shaw Communications Inc. position peaked at $4K in Q4 2019.
188 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.