Douglas C. Lane & Associates’s Telus TU Stock Holding History

Douglas C. Lane & Associates’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
2015 Q4	$3.13M	Sell	226,180 -35,460	-14%	-$552K	0.08%	130
2015 Q3	$4.13M	Sell	261,640 -42,760	-14%	-$711K	0.12%	126
2015 Q2	$5.24M	Sell	304,400 -46,916	-13%	-$805K	0.14%	122
2015 Q1	$5.84M	Sell	351,316 -53,960	-13%	-$933K	0.15%	117
2014 Q4	$7.3M	Sell	405,276 -30,120	-7%	-$543K	0.2%	105
2014 Q3	$7.44M	Sell	435,396 -74,400	-15%	-$1.33M	0.22%	107
2014 Q2	$9.49M	Sell	509,796 -2,034	-0.4%	-$37.2K	0.29%	94
2014 Q1	$9.2M	Sell	511,830 -7,360	-1%	-$127K	0.3%	94
2013 Q4	$8.94M	Sell	519,190 -13,768	-3%	-$238K	0.3%	94
2013 Q3	$8.83M	Sell	532,958 -7,350	-1%	-$115K	0.32%	93
2013 Q2	$7.89M	Buy	+540,308	New	+$9.36M	0.31%	93

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Douglas C. Lane & Associates's TU Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Telus (TU) stake by 14% in Q4 2015, selling an estimated $552K and leaving 226,180 shares worth $3.13M. The position accounts for 0.08% of the portfolio, ranked #130.

Douglas C. Lane & Associates first reported a position in TU in Q2 2013 and has held it in 11 quarters since. The position peaked at $9.49M in Q2 2014. 219 funds tracked by Wall St. Rank hold TU as of Q4 2015.

Douglas C. Lane & Associates held 226,180 shares of Telus worth $3.13M as of Q4 2015.
Douglas C. Lane & Associates sold 35,460 Telus shares in Q4 2015, an estimated $552K.
Telus made up 0.08% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #130 holding.
Douglas C. Lane & Associates first reported a position in Telus in Q2 2013 and has held it in 11 quarters since.
Douglas C. Lane & Associates's Telus position peaked at $9.49M in Q2 2014.
219 funds tracked by Wall St. Rank held Telus as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.