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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return