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Forward Management’s Telus TU Stock Holding History

Forward 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
2013
Q3 		– Sell
-371,062
Closed -$5.26M – 378
2013
Q2 		$5.26M Buy
+371,062
New +$6.43M 0.43% 53

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Forward Management's TU Position: Q3 2013 in Review

Forward Management sold out of Telus (TU) in Q3 2013, closing a stake of 371,062 shares — an estimated $5.26M sold.

Forward Management first reported a position in TU in Q2 2013 and held it in 1 quarter. The position peaked at $5.26M in Q2 2013. 180 funds tracked by Wall St. Rank hold TU as of Q3 2013.

  • Forward Management reported no remaining Telus position as of Q3 2013 after selling out during the quarter.
  • Forward Management sold 371,062 Telus shares in Q3 2013, an estimated $5.26M.
  • Forward Management first reported a position in Telus in Q2 2013 and held it in 1 quarter.
  • Forward Management's Telus position peaked at $5.26M in Q2 2013.
  • 180 funds tracked by Wall St. Rank held Telus as of Q3 2013.

Based on Forward Management's 13F filing for Q3 2013, filed 6 Nov 2013.