Chevy Chase Trust
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Chevy Chase Trust’s Telus TU Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-8,484
Closed -$164K – 1009
2019
Q4 		$164K Buy
+8,484
New +$157K ﹤0.01% 677
2018
Q1 		– Sell
-11,530
Closed -$218K – 689
2017
Q4 		$218K Buy
+11,530
New +$213K ﹤0.01% 649

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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Chevy Chase Trust's TU Position: Q1 2020 in Review

Chevy Chase Trust sold out of Telus (TU) in Q1 2020, closing a stake of 8,484 shares — an estimated $164K sold.

Chevy Chase Trust first reported a position in TU in Q4 2017 and held it in 2 quarters. The position peaked at $218K in Q4 2017. 290 funds tracked by Wall St. Rank hold TU as of Q1 2020.

  • Chevy Chase Trust reported no remaining Telus position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 8,484 Telus shares in Q1 2020, an estimated $164K.
  • Chevy Chase Trust first reported a position in Telus in Q4 2017 and held it in 2 quarters.
  • Chevy Chase Trust's Telus position peaked at $218K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held Telus as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.