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Compagnie Lombard Odier SCmA’s Telus TU Stock Holding History

Compagnie Lombard Odier SCmA’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
2023
Q1 		– Sell
-652
Closed -$13K – 703
2022
Q4 		$13K Buy
+652
New +$13.5K ﹤0.01% 591
2018
Q3 		– Sell
-3,800
Closed -$67K – 616
2018
Q2 		$67K Hold
3,800
– – ﹤0.01% 401
2018
Q1 		$67K Sell
3,800
-3,800
-50% -$69.3K ﹤0.01% 411
2017
Q4 		$144K Buy
7,600
+3,800
+100% +$70.4K ﹤0.01% 436
2017
Q3 		$68K Buy
+3,800
New +$68K ﹤0.01% 497
2017
Q2 		– Sell
-3,800
Closed -$62K – 762
2017
Q1 		$62K Hold
3,800
– – ﹤0.01% 515
2016
Q4 		$61K Buy
+3,800
New +$60.6K ﹤0.01% 585
2015
Q2 		– Sell
-12,050
Closed -$200K – 932
2015
Q1 		$200K Sell
12,050
-15,788
-57% -$273K 0.01% 491
2014
Q4 		$503K Buy
27,838
+6,602
+31% +$119K 0.02% 264
2014
Q3 		$363K Hold
21,236
– – 0.01% 393
2014
Q2 		$396K Sell
21,236
-7,076
-25% -$129K 0.02% 381
2014
Q1 		$508K Sell
28,312
-4,758
-14% -$82.1K 0.02% 321
2013
Q4 		$569K Buy
+33,070
New +$571K 0.02% 296

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return