Fairpointe Capital’s Telus TU Stock Holding History

Fairpointe Capital’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
2018 Q1	–	Sell	-10,600	Closed	-$201K	–	89
2017 Q4	$201K	Buy	+10,600	New	+$196K	﹤0.01%	81
2017 Q1	–	Sell	-13,400	Closed	-$213K	–	84
2016 Q4	$213K	Hold	13,400	–	–	﹤0.01%	81
2016 Q3	$221K	Hold	13,400	–	–	0.01%	76
2016 Q2	$216K	Hold	13,400	–	–	﹤0.01%	79
2016 Q1	$218K	Buy	+13,400	New	+$193K	﹤0.01%	79
2015 Q4	–	Sell	-13,400	Closed	-$211K	–	82
2015 Q3	$211K	Hold	13,400	–	–	﹤0.01%	77
2015 Q2	$231K	Hold	13,400	–	–	﹤0.01%	82
2015 Q1	$223K	Hold	13,400	–	–	﹤0.01%	80
2014 Q4	$241K	Hold	13,400	–	–	﹤0.01%	80
2014 Q3	$229K	Hold	13,400	–	–	﹤0.01%	78
2014 Q2	$250K	Hold	13,400	–	–	﹤0.01%	76
2014 Q1	$241K	Sell	13,400 -1,000	-7%	-$17.2K	﹤0.01%	75
2013 Q4	$248K	Sell	14,400 -600	-4%	-$10.4K	﹤0.01%	75
2013 Q3	$248K	Hold	15,000	–	–	﹤0.01%	73
2013 Q2	$219K	Buy	+15,000	New	+$260K	﹤0.01%	72

Other funds holding TU

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Fairpointe Capital's TU Position: Q1 2018 in Review

Fairpointe Capital sold out of Telus (TU) in Q1 2018, closing a stake of 10,600 shares — an estimated $201K sold.

Fairpointe Capital first reported a position in TU in Q2 2013 and held it in 15 quarters. The position peaked at $250K in Q2 2014. 255 funds tracked by Wall St. Rank hold TU as of Q1 2018.

Fairpointe Capital reported no remaining Telus position as of Q1 2018 after selling out during the quarter.
Fairpointe Capital sold 10,600 Telus shares in Q1 2018, an estimated $201K.
Fairpointe Capital first reported a position in Telus in Q2 2013 and held it in 15 quarters.
Fairpointe Capital's Telus position peaked at $250K in Q2 2014.
255 funds tracked by Wall St. Rank held Telus as of Q1 2018.

Based on Fairpointe Capital's 13F filing for Q1 2018, filed 15 May 2018.