Evercore Wealth Management’s Telus TU Stock Holding History

Evercore Wealth Management’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 Q3	–	Sell	-350	Closed	-$6K	–	1058
2016 Q2	$6K	Hold	350	–	–	﹤0.01%	907
2016 Q1	$6K	Hold	350	–	–	﹤0.01%	845
2015 Q4	$5K	Sell	350 -534	-60%	-$8.31K	﹤0.01%	920
2015 Q3	$14K	Hold	884	–	–	﹤0.01%	802
2015 Q2	$15K	Buy	884 +350	+66%	+$6K	﹤0.01%	842
2015 Q1	$9K	Buy	+534	New	+$9.23K	﹤0.01%	879

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Evercore Wealth Management's TU Position: Q3 2016 in Review

Evercore Wealth Management sold out of Telus (TU) in Q3 2016, closing a stake of 350 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in TU in Q1 2015 and held it in 6 quarters. The position peaked at $15K in Q2 2015. 231 funds tracked by Wall St. Rank hold TU as of Q3 2016.

Evercore Wealth Management reported no remaining Telus position as of Q3 2016 after selling out during the quarter.
Evercore Wealth Management sold 350 Telus shares in Q3 2016, an estimated $6K.
Evercore Wealth Management first reported a position in Telus in Q1 2015 and held it in 6 quarters.
Evercore Wealth Management's Telus position peaked at $15K in Q2 2015.
231 funds tracked by Wall St. Rank held Telus as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.