Douglas Lane & Associates’s Telus TU Stock Holding History

Douglas 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
2019 Q2	–	Sell	-14,000	Closed	-$259K	–	226
2019 Q1	$259K	Sell	14,000 -2,000	-13%	-$35.3K	0.01%	193
2018 Q4	$265K	Sell	16,000 -8,000	-33%	-$139K	0.01%	188
2018 Q3	$442K	Sell	24,000 -15,700	-40%	-$287K	0.01%	172
2018 Q2	$705K	Sell	39,700 -5,100	-11%	-$90.2K	0.01%	156
2018 Q1	$788K	Sell	44,800 -8,100	-15%	-$148K	0.02%	147
2017 Q4	$1M	Sell	52,900 -4,300	-8%	-$79.6K	0.02%	140
2017 Q3	$1.03M	Sell	57,200 -19,600	-26%	-$351K	0.02%	143
2017 Q2	$1.33M	Sell	76,800 -9,300	-11%	-$156K	0.03%	137
2017 Q1	$1.4M	Sell	86,100 -22,100	-20%	-$362K	0.03%	139
2016 Q4	$1.72M	Sell	108,200 -32,500	-23%	-$518K	0.04%	138
2016 Q3	$2.32M	Sell	140,700 -25,980	-16%	-$429K	0.06%	135
2016 Q2	$2.68M	Sell	166,680 -30,800	-16%	-$488K	0.08%	135
2016 Q1	$3.21M	Buy	+197,480	New	+$2.84M	0.09%	130

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Douglas Lane & Associates's TU Position: Q2 2019 in Review

Douglas Lane & Associates sold out of Telus (TU) in Q2 2019, closing a stake of 14,000 shares — an estimated $259K sold.

Douglas Lane & Associates first reported a position in TU in Q1 2016 and held it in 13 quarters. The position peaked at $3.21M in Q1 2016. 263 funds tracked by Wall St. Rank hold TU as of Q2 2019.

Douglas Lane & Associates reported no remaining Telus position as of Q2 2019 after selling out during the quarter.
Douglas Lane & Associates sold 14,000 Telus shares in Q2 2019, an estimated $259K.
Douglas Lane & Associates first reported a position in Telus in Q1 2016 and held it in 13 quarters.
Douglas Lane & Associates's Telus position peaked at $3.21M in Q1 2016.
263 funds tracked by Wall St. Rank held Telus as of Q2 2019.

Based on Douglas Lane & Associates's 13F filing for Q2 2019, filed 8 Jul 2019.