EWM
SJR

Evercore Wealth Management’s Shaw Communications Inc. SJR Stock Holding History

Evercore Wealth Management’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
-3,000
Closed -$68K – 842
2017
Q4 		$68K Hold
3,000
– – ﹤0.01% 536
2017
Q3 		$69K Hold
3,000
– – ﹤0.01% 531
2017
Q2 		$65K Sell
3,000
-77
-3% -$1.66K ﹤0.01% 543
2017
Q1 		$64K Hold
3,077
– – ﹤0.01% 557
2016
Q4 		$62K Sell
3,077
-428
-12% -$8.51K ﹤0.01% 565
2016
Q3 		$72K Hold
3,505
– – ﹤0.01% 535
2016
Q2 		$67K Hold
3,505
– – ﹤0.01% 525
2016
Q1 		$68K Sell
3,505
-495
-12% -$8.67K ﹤0.01% 518
2015
Q4 		$69K Sell
4,000
-838
-17% -$16.6K ﹤0.01% 540
2015
Q3 		$94K Sell
4,838
-1,500
-24% -$30.5K ﹤0.01% 493
2015
Q2 		$138K Sell
6,338
-471
-7% -$10.6K 0.01% 481
2015
Q1 		$152K Buy
6,809
+505
+8% +$12K 0.01% 466
2014
Q4 		$170K Hold
6,304
– – 0.01% 389
2014
Q3 		$155K Buy
6,304
+228
+4% +$5.75K 0.01% 444
2014
Q2 		$156K Buy
6,076
+576
+10% +$14.2K 0.01% 433
2014
Q1 		$131K Hold
5,500
– – 0.01% 435
2013
Q4 		$134K Hold
5,500
– – 0.01% 414
2013
Q3 		$128K Hold
5,500
– – 0.01% 453
2013
Q2 		$132K Buy
+5,500
New +$126K 0.01% 450

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