Chicago Partners Investment Group’s Telus TU Stock Holding History

Chicago Partners Investment Group’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	-9,400	Closed	-$160K	–	876
2018 Q3	$160K	Buy	9,400 +4,700	+100%	+$86.1K	0.02%	336
2018 Q2	$83K	Hold	4,700	–	–	0.01%	410
2018 Q1	$83K	Hold	4,700	–	–	0.01%	376
2017 Q4	$89K	Sell	4,700 -270	-5%	-$5K	0.01%	371
2017 Q3	$89K	Sell	4,970 -4,430	-47%	-$79.3K	0.02%	360
2017 Q2	$156K	Buy	+9,400	New	+$158K	0.04%	233

Other funds holding TU

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Chicago Partners Investment Group's TU Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Telus (TU) in Q4 2018, closing a stake of 9,400 shares — an estimated $160K sold.

Chicago Partners Investment Group first reported a position in TU in Q2 2017 and held it in 6 quarters. The position peaked at $160K in Q3 2018. 262 funds tracked by Wall St. Rank hold TU as of Q4 2018.

Chicago Partners Investment Group reported no remaining Telus position as of Q4 2018 after selling out during the quarter.
Chicago Partners Investment Group sold 9,400 Telus shares in Q4 2018, an estimated $160K.
Chicago Partners Investment Group first reported a position in Telus in Q2 2017 and held it in 6 quarters.
Chicago Partners Investment Group's Telus position peaked at $160K in Q3 2018.
262 funds tracked by Wall St. Rank held Telus as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.