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Berman Capital Advisors’s Telus TU Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-100
Closed -$1.66K – 1822
2020
Q1 		$1K Buy
+100
New +$1.85K ﹤0.01% 1378
2019
Q1 		– Sell
-228
Closed -$3K – 1482
2018
Q4 		$3K Buy
+228
New +$3.97K ﹤0.01% 826

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Berman Capital Advisors's TU Position: Q2 2020 in Review

Berman Capital Advisors sold out of Telus (TU) in Q2 2020, closing a stake of 100 shares — an estimated $1.66K sold.

Berman Capital Advisors first reported a position in TU in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2018. 282 funds tracked by Wall St. Rank hold TU as of Q2 2020.

  • Berman Capital Advisors reported no remaining Telus position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 100 Telus shares in Q2 2020, an estimated $1.66K.
  • Berman Capital Advisors first reported a position in Telus in Q4 2018 and held it in 2 quarters.
  • Berman Capital Advisors's Telus position peaked at $3K in Q4 2018.
  • 282 funds tracked by Wall St. Rank held Telus as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.