Counsel Portfolio Services’s Telus TU Stock Holding History

Counsel Portfolio Services’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 Q2	$7.34M	Buy	+457,990	New	+$7.26M	0.73%	32
2016 Q1	–	Sell	-481,902	Closed	-$6.67M	–	300
2015 Q4	$6.67M	Sell	481,902 -156,044	-24%	-$2.43M	0.7%	31
2015 Q3	$10.1M	Buy	637,946 +8,846	+1%	+$147K	1.09%	12
2015 Q2	$10.9M	Buy	629,100 +36,200	+6%	+$621K	1.1%	10
2015 Q1	$9.85M	Buy	592,900 +21,994	+4%	+$380K	0.99%	12
2014 Q4	$10.3M	Buy	570,906 +31,324	+6%	+$564K	1.04%	17
2014 Q3	$9.2M	Sell	539,582 -135,076	-20%	-$2.41M	0.96%	20
2014 Q2	$12.6M	Sell	674,658 -14,198	-2%	-$260K	1.19%	10
2014 Q1	$12.4M	Buy	688,856 +81,278	+13%	+$1.4M	1.24%	12
2013 Q4	$10.4M	Sell	607,578 -48,990	-7%	-$845K	1.07%	18
2013 Q3	$10.9K	Sell	656,568 -98,800	-13%	-$1.54M	0.54%	17
2013 Q2	$11M	Buy	+755,368	New	+$13.1M	1.33%	11

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Counsel Portfolio Services's TU Position: Q2 2016 in Review

Counsel Portfolio Services opened a new position in Telus (TU) in Q2 2016: 457,990 shares worth $7.34M. The stake represents 0.73% of the portfolio and ranks #32 among its holdings. This is a return to the name: Counsel Portfolio Services previously reported a position in TU as recently as Q4 2015.

Counsel Portfolio Services first reported a position in TU in Q2 2013 and has held it in 12 quarters since. The position peaked at $12.6M in Q2 2014. 225 funds tracked by Wall St. Rank hold TU as of Q2 2016.

Counsel Portfolio Services held 457,990 shares of Telus worth $7.34M as of Q2 2016.
Telus was a new Counsel Portfolio Services position in Q2 2016.
Telus made up 0.73% of Counsel Portfolio Services's portfolio in Q2 2016, its #32 holding.
Counsel Portfolio Services first reported a position in Telus in Q2 2013 and has held it in 12 quarters since.
Counsel Portfolio Services's Telus position peaked at $12.6M in Q2 2014.
225 funds tracked by Wall St. Rank held Telus as of Q2 2016.

Based on Counsel Portfolio Services's 13F filing for Q2 2016, filed 12 Aug 2016.