Brandywine Oak Private Wealth’s Shaw Communications Inc. SJR Stock Holding History

Brandywine Oak Private Wealth’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 Q4	–	Sell	-13,635	Closed	-$248K	–	282
2020 Q3	$248K	Buy	+13,635	New	+$249K	0.04%	216
2019 Q4	–	Sell	-12,115	Closed	-$238K	–	247
2019 Q3	$238K	Buy	12,115 +156	+1%	+$3.08K	0.05%	200
2019 Q2	$243K	Buy	+11,959	New	+$244K	0.05%	192
2019 Q1	–	Sell	-13,674	Closed	-$247K	–	678
2018 Q4	$247K	Buy	+13,674	New	+$257K	0.06%	172

Other funds holding SJR

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

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

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

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Brandywine Oak Private Wealth's SJR Position: Q4 2020 in Review

Brandywine Oak Private Wealth sold out of Shaw Communications Inc. (SJR) in Q4 2020, closing a stake of 13,635 shares — an estimated $248K sold.

Brandywine Oak Private Wealth first reported a position in SJR in Q4 2018 and held it in 4 quarters. The position peaked at $248K in Q3 2020. 201 funds tracked by Wall St. Rank hold SJR as of Q4 2020.

Brandywine Oak Private Wealth reported no remaining Shaw Communications Inc. position as of Q4 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 13,635 Shaw Communications Inc. shares in Q4 2020, an estimated $248K.
Brandywine Oak Private Wealth first reported a position in Shaw Communications Inc. in Q4 2018 and held it in 4 quarters.
Brandywine Oak Private Wealth's Shaw Communications Inc. position peaked at $248K in Q3 2020.
201 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q4 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2020, filed 8 Feb 2021.