IWP
SJR

Icon Wealth Partners’s Shaw Communications Inc. SJR Stock Holding History

Icon Wealth Partners’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,325
Closed -$90K – 829
2019
Q1 		$90K Buy
+4,325
New +$87.6K 0.03% 242
2018
Q3 		– Sell
-5,218
Closed -$106K – 767
2018
Q2 		$106K Hold
5,218
– – 0.04% 228
2018
Q1 		$100K Buy
5,218
+55
+1% +$1.13K 0.05% 254
2017
Q4 		$118K Buy
+5,163
New +$116K 0.06% 249

Other funds holding SJR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Icon Wealth Partners's SJR Position: Q2 2019 in Review

Icon Wealth Partners sold out of Shaw Communications Inc. (SJR) in Q2 2019, closing a stake of 4,325 shares — an estimated $90K sold.

Icon Wealth Partners first reported a position in SJR in Q4 2017 and held it in 4 quarters. The position peaked at $118K in Q4 2017. 198 funds tracked by Wall St. Rank hold SJR as of Q2 2019.

  • Icon Wealth Partners reported no remaining Shaw Communications Inc. position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 4,325 Shaw Communications Inc. shares in Q2 2019, an estimated $90K.
  • Icon Wealth Partners first reported a position in Shaw Communications Inc. in Q4 2017 and held it in 4 quarters.
  • Icon Wealth Partners's Shaw Communications Inc. position peaked at $118K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.