Creative Planning
SJR

Creative Planning’s Shaw Communications Inc. SJR Stock Holding History

Creative Planning’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9,347
Closed -$213K – 2150
2017
Q4 		$213K Hold
9,347
– – ﹤0.01% 1564
2017
Q3 		$215K Buy
9,347
+4,747
+103% +$105K ﹤0.01% 1561
2017
Q2 		$100K Hold
4,600
– – ﹤0.01% 1998
2017
Q1 		$95K Hold
4,600
– – ﹤0.01% 1998
2016
Q4 		$92K Sell
4,600
-244
-5% -$4.85K ﹤0.01% 1931
2016
Q3 		$99K Buy
4,844
+44
+0.9% +$877 ﹤0.01% 1856
2016
Q2 		$92K Buy
4,800
+200
+4% +$3.78K ﹤0.01% 1727
2016
Q1 		$89K Hold
4,600
– – ﹤0.01% 1709
2015
Q4 		$79K Buy
+4,600
New +$91.1K ﹤0.01% 1780
2015
Q1 		– Sell
-489
Closed -$13K – 4463
2014
Q4 		$13K Buy
+489
New +$12.7K ﹤0.01% 2971
2014
Q1 		– Sell
-106
Closed -$3K – 3799
2013
Q4 		$3K Sell
106
-144
-58% -$3.41K ﹤0.01% 3032
2013
Q3 		$6K Buy
+250
New +$6.05K ﹤0.01% 2682

Other funds holding SJR

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return