Calton & Associates’s Telus TU Stock Holding History

Calton & Associates’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 Q1	–	Sell	-1,912	Closed	-$35K	–	1197
2017 Q4	$35K	Buy	+1,912	New	+$35.4K	0.01%	770

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Calton & Associates's TU Position: Q1 2018 in Review

Calton & Associates sold out of Telus (TU) in Q1 2018, closing a stake of 1,912 shares — an estimated $35K sold.

Calton & Associates first reported a position in TU in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 255 funds tracked by Wall St. Rank hold TU as of Q1 2018.

Calton & Associates reported no remaining Telus position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,912 Telus shares in Q1 2018, an estimated $35K.
Calton & Associates first reported a position in Telus in Q4 2017 and held it in 1 quarter.
Calton & Associates's Telus position peaked at $35K in Q4 2017.
255 funds tracked by Wall St. Rank held Telus as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.