Burt Wealth Advisors’s Telus TU Stock Holding History

Burt Wealth 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
2016 Q4	–	Sell	-200	Closed	-$3K	–	426
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	347
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	352
2016 Q1	$3K	Hold	200	–	–	﹤0.01%	436
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	462
2015 Q3	$3K	Hold	200	–	–	﹤0.01%	337
2015 Q2	$3K	Hold	200	–	–	﹤0.01%	335
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	308
2014 Q4	$4K	Buy	+200	New	+$3.6K	﹤0.01%	288

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 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

CIBC Asset Management

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

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