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FineMark National Bank & Trust’s Telus TU Stock Holding History

FineMark National Bank & Trust’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
2014
Q1 		– Sell
-274
Closed -$5K – 1480
2013
Q4 		$5K Buy
+274
New +$4.73K ﹤0.01% 1167

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

FineMark National Bank & Trust's TU Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of Telus (TU) in Q1 2014, closing a stake of 274 shares — an estimated $5K sold.

FineMark National Bank & Trust first reported a position in TU in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 195 funds tracked by Wall St. Rank hold TU as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining Telus position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 274 Telus shares in Q1 2014, an estimated $5K.
  • FineMark National Bank & Trust first reported a position in Telus in Q4 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Telus position peaked at $5K in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Telus as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.