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CapWealth Advisors’s Telus TU Stock Holding History

CapWealth 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
-70
Closed -$1K – 241
2016
Q3 		$1K Buy
+70
New +$1.16K ﹤0.01% 288

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CapWealth Advisors's TU Position: Q4 2016 in Review

CapWealth Advisors sold out of Telus (TU) in Q4 2016, closing a stake of 70 shares — an estimated $1K sold.

CapWealth Advisors first reported a position in TU in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 234 funds tracked by Wall St. Rank hold TU as of Q4 2016.

  • CapWealth Advisors reported no remaining Telus position as of Q4 2016 after selling out during the quarter.
  • CapWealth Advisors sold 70 Telus shares in Q4 2016, an estimated $1K.
  • CapWealth Advisors first reported a position in Telus in Q3 2016 and held it in 1 quarter.
  • CapWealth Advisors's Telus position peaked at $1K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Telus as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.