CA
TU icon

Callahan Advisors’s Telus TU Stock Holding History

Callahan 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
2018
Q4 		– Sell
-33,450
Closed -$616K – 135
2018
Q3 		$616K Buy
33,450
+1,800
+6% +$33K 0.11% 100
2018
Q2 		$562K Buy
31,650
+300
+1% +$5.31K 0.11% 97
2018
Q1 		$551K Sell
31,350
-7,600
-20% -$139K 0.11% 95
2017
Q4 		$738K Buy
38,950
+6,600
+20% +$122K 0.15% 89
2017
Q3 		$582K Sell
32,350
-3,400
-10% -$60.9K 0.12% 92
2017
Q2 		$617K Hold
35,750
– – 0.13% 92
2017
Q1 		$581K Sell
35,750
-400
-1% -$6.56K 0.13% 91
2016
Q4 		$576K Hold
36,150
– – 0.14% 90
2016
Q3 		$596K Sell
36,150
-200
-0.6% -$3.31K 0.15% 86
2016
Q2 		$585K Buy
36,350
+1,220
+3% +$19.3K 0.15% 81
2016
Q1 		$571K Sell
35,130
-155,766
-82% -$2.24M 0.16% 85
2015
Q4 		$2.64M Sell
190,896
-490
-0.3% -$7.63K 0.75% 49
2015
Q3 		$3.02M Buy
191,386
+792
+0.4% +$13.2K 0.93% 47
2015
Q2 		$3.28M Sell
190,594
-3,488
-2% -$59.8K 0.94% 44
2015
Q1 		$3.23M Buy
194,082
+3,794
+2% +$65.6K 0.94% 47
2014
Q4 		$3.43M Buy
190,288
+5,250
+3% +$94.6K 1.01% 46
2014
Q3 		$3.16M Buy
185,038
+2,890
+2% +$51.5K 0.98% 46
2014
Q2 		$3.39M Buy
182,148
+5,820
+3% +$106K 1.08% 45
2014
Q1 		$3.17M Sell
176,328
-970
-0.5% -$16.7K 1.08% 48
2013
Q4 		$3.05M Sell
177,298
-5,380
-3% -$92.8K 1.06% 49
2013
Q3 		$3.02M Buy
182,678
+6,700
+4% +$104K 1.15% 47
2013
Q2 		$2.57M Buy
+175,978
New +$3.05M 1.05% 48

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Callahan Advisors's TU Position: Q4 2018 in Review

Callahan Advisors sold out of Telus (TU) in Q4 2018, closing a stake of 33,450 shares — an estimated $616K sold.

Callahan Advisors first reported a position in TU in Q2 2013 and held it in 22 quarters. The position peaked at $3.43M in Q4 2014. 262 funds tracked by Wall St. Rank hold TU as of Q4 2018.

  • Callahan Advisors reported no remaining Telus position as of Q4 2018 after selling out during the quarter.
  • Callahan Advisors sold 33,450 Telus shares in Q4 2018, an estimated $616K.
  • Callahan Advisors first reported a position in Telus in Q2 2013 and held it in 22 quarters.
  • Callahan Advisors's Telus position peaked at $3.43M in Q4 2014.
  • 262 funds tracked by Wall St. Rank held Telus as of Q4 2018.

Based on Callahan Advisors's 13F filing for Q4 2018, filed 24 Jan 2019.