Bernicke Wealth Management’s Telus TU Stock Holding History

Bernicke 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
2017 Q3	–	Sell	-13,464	Closed	-$232K	–	54
2017 Q2	$232K	Sell	13,464 -13,776	-51%	-$231K	0.18%	51
2017 Q1	$442K	Sell	27,240 -26,436	-49%	-$433K	0.37%	31
2016 Q4	$855K	Sell	53,676 -2,106	-4%	-$33.6K	0.74%	25
2016 Q3	$920K	Sell	55,782 -282	-0.5%	-$4.66K	0.8%	23
2016 Q2	$903K	Buy	56,064 +226	+0.4%	+$3.58K	0.81%	23
2016 Q1	$908K	Buy	55,838 +3,208	+6%	+$46.2K	0.84%	21
2015 Q4	$728K	Buy	52,630 +312	+0.6%	+$4.86K	0.71%	28
2015 Q3	$825K	Sell	52,318 -1,362	-3%	-$22.6K	0.84%	22
2015 Q2	$924K	Buy	53,680 +6,438	+14%	+$110K	0.88%	19
2015 Q1	$785K	Sell	47,242 -20,344	-30%	-$352K	0.84%	24
2014 Q4	$1.22M	Buy	+67,586	New	+$1.22M	1.2%	29

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

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

Bernicke Wealth Management's TU Position: Q3 2017 in Review

Bernicke Wealth Management sold out of Telus (TU) in Q3 2017, closing a stake of 13,464 shares — an estimated $232K sold.

Bernicke Wealth Management first reported a position in TU in Q4 2014 and held it in 11 quarters. The position peaked at $1.22M in Q4 2014. 232 funds tracked by Wall St. Rank hold TU as of Q3 2017.

Bernicke Wealth Management reported no remaining Telus position as of Q3 2017 after selling out during the quarter.
Bernicke Wealth Management sold 13,464 Telus shares in Q3 2017, an estimated $232K.
Bernicke Wealth Management first reported a position in Telus in Q4 2014 and held it in 11 quarters.
Bernicke Wealth Management's Telus position peaked at $1.22M in Q4 2014.
232 funds tracked by Wall St. Rank held Telus as of Q3 2017.

Based on Bernicke Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.