Focused Wealth Management’s Telus TU Stock Holding History

Focused 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
2019 Q3	–	Sell	-1,200	Closed	-$22K	–	776
2019 Q2	$22K	Hold	1,200	–	–	0.01%	408
2019 Q1	$22K	Hold	1,200	–	–	0.01%	366
2018 Q4	$20K	Hold	1,200	–	–	0.01%	384
2018 Q3	$22K	Hold	1,200	–	–	0.01%	361
2018 Q2	$21K	Hold	1,200	–	–	0.01%	356
2018 Q1	$21K	Hold	1,200	–	–	0.01%	379
2017 Q4	$23K	Sell	1,200 -2,400	-67%	-$44.4K	0.01%	369
2017 Q3	$65K	Buy	3,600 +2,400	+200%	+$43K	0.02%	205
2017 Q2	$21K	Hold	1,200	–	–	0.01%	375
2017 Q1	$19K	Hold	1,200	–	–	0.01%	382
2016 Q4	$19K	Hold	1,200	–	–	0.01%	390
2016 Q3	$20K	Hold	1,200	–	–	0.01%	364
2016 Q2	$19K	Hold	1,200	–	–	0.01%	361
2016 Q1	$20K	Hold	1,200	–	–	0.01%	299
2015 Q4	$17K	Hold	1,200	–	–	0.01%	337
2015 Q3	$19K	Hold	1,200	–	–	0.01%	307
2015 Q2	$21K	Hold	1,200	–	–	0.01%	306
2015 Q1	$20K	Hold	1,200	–	–	0.01%	320
2014 Q4	$22K	Hold	1,200	–	–	0.02%	293
2014 Q3	$21K	Hold	1,200	–	–	0.02%	308
2014 Q2	$22K	Hold	1,200	–	–	0.02%	293
2014 Q1	$22K	Hold	1,200	–	–	0.02%	270
2013 Q4	$21K	Hold	1,200	–	–	0.02%	285
2013 Q3	$20K	Buy	+1,200	New	+$18.7K	0.02%	275

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

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

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

BGC

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

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

LBA

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

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

Focused Wealth Management's TU Position: Q3 2019 in Review

Focused Wealth Management sold out of Telus (TU) in Q3 2019, closing a stake of 1,200 shares — an estimated $22K sold.

Focused Wealth Management first reported a position in TU in Q3 2013 and held it in 24 quarters. The position peaked at $65K in Q3 2017. 272 funds tracked by Wall St. Rank hold TU as of Q3 2019.

Focused Wealth Management reported no remaining Telus position as of Q3 2019 after selling out during the quarter.
Focused Wealth Management sold 1,200 Telus shares in Q3 2019, an estimated $22K.
Focused Wealth Management first reported a position in Telus in Q3 2013 and held it in 24 quarters.
Focused Wealth Management's Telus position peaked at $65K in Q3 2017.
272 funds tracked by Wall St. Rank held Telus as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.