Capstone Asset Management’s Telus TU Stock Holding History

Capstone Asset Management’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
2017 Q2	$8.12M	Sell	470,210 -15,850	-3%	-$266K	0.23%	114
2017 Q1	$7.89M	Buy	486,060 +3,662	+0.8%	+$60K	0.22%	113
2016 Q4	$7.68M	Buy	482,398 +19,518	+4%	+$311K	0.22%	107
2016 Q3	$7.64M	Buy	462,880 +18,706	+4%	+$309K	0.22%	108
2016 Q2	$7.15M	Buy	444,174 +317,822	+252%	+$5.04M	0.22%	109
2016 Q1	$2.06M	Sell	126,352 -90,440	-42%	-$1.3M	0.06%	385
2015 Q4	$3M	Sell	216,792 -614	-0.3%	-$9.56K	0.09%	284
2015 Q3	$3.43M	Buy	217,406 +21,054	+11%	+$350K	0.11%	238
2015 Q2	$3.38M	Buy	196,352 +3,240	+2%	+$55.6K	0.1%	265
2015 Q1	$3.21M	Buy	193,112 +12,240	+7%	+$212K	0.09%	275
2014 Q4	$3.26M	Buy	180,872 +73,980	+69%	+$1.33M	0.09%	268
2014 Q3	$1.83M	Sell	106,892 -4,040	-4%	-$72.1K	0.06%	353
2014 Q2	$2.07M	Buy	110,932 +700	+0.6%	+$12.8K	0.07%	339
2014 Q1	$1.98M	Buy	110,232 +220	+0.2%	+$3.79K	0.06%	362
2013 Q4	$1.89M	Sell	110,012 -2,140	-2%	-$36.9K	0.06%	392
2013 Q3	$1.86M	Sell	112,152 -4,340	-4%	-$67.7K	0.04%	488
2013 Q2	$1.7M	Buy	+116,492	New	+$2.02M	0.04%	477

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Capstone Asset Management's TU Position: Q2 2017 in Review

Capstone Asset Management reduced its Telus (TU) stake by 3.3% in Q2 2017, selling an estimated $266K and leaving 470,210 shares worth $8.12M. The position accounts for 0.23% of the portfolio, ranked #114.

Capstone Asset Management first reported a position in TU in Q2 2013 and has held it in 17 quarters since. 231 funds tracked by Wall St. Rank hold TU as of Q2 2017.

Capstone Asset Management held 470,210 shares of Telus worth $8.12M as of Q2 2017.
Capstone Asset Management sold 15,850 Telus shares in Q2 2017, an estimated $266K.
Telus made up 0.23% of Capstone Asset Management's portfolio in Q2 2017, its #114 holding.
Capstone Asset Management first reported a position in Telus in Q2 2013 and has held it in 17 quarters since.
231 funds tracked by Wall St. Rank held Telus as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.