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 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

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

LBA

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

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

Burt Wealth Advisors's TU Position: Q4 2016 in Review

Burt Wealth Advisors sold out of Telus (TU) in Q4 2016, closing a stake of 200 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in TU in Q4 2014 and held it in 8 quarters. The position peaked at $4K in Q4 2014. 234 funds tracked by Wall St. Rank hold TU as of Q4 2016.

Burt Wealth Advisors reported no remaining Telus position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 200 Telus shares in Q4 2016, an estimated $3K.
Burt Wealth Advisors first reported a position in Telus in Q4 2014 and held it in 8 quarters.
Burt Wealth Advisors's Telus position peaked at $4K in Q4 2014.
234 funds tracked by Wall St. Rank held Telus as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.