HBK Sorce Advisory’s Telus TU Stock Holding History

HBK Sorce Advisory’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 Q4	–	Sell	-13,800	Closed	-$229K	–	195
2013 Q3	$229K	Buy	+13,800	New	+$215K	0.09%	150

Other funds holding TU

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

HBK Sorce Advisory's TU Position: Q4 2013 in Review

HBK Sorce Advisory sold out of Telus (TU) in Q4 2013, closing a stake of 13,800 shares — an estimated $229K sold.

HBK Sorce Advisory first reported a position in TU in Q3 2013 and held it in 1 quarter. The position peaked at $229K in Q3 2013. 190 funds tracked by Wall St. Rank hold TU as of Q4 2013.

HBK Sorce Advisory reported no remaining Telus position as of Q4 2013 after selling out during the quarter.
HBK Sorce Advisory sold 13,800 Telus shares in Q4 2013, an estimated $229K.
HBK Sorce Advisory first reported a position in Telus in Q3 2013 and held it in 1 quarter.
HBK Sorce Advisory's Telus position peaked at $229K in Q3 2013.
190 funds tracked by Wall St. Rank held Telus as of Q4 2013.

Based on HBK Sorce Advisory's 13F filing for Q4 2013, filed 12 Feb 2014.