IFP Advisors’s Shaw Communications Inc. SJR Stock Holding History

IFP Advisors’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
2022 Q4	–	Sell	-10,036	Closed	-$212K	–	4912
2022 Q3	$212K	Hold	10,036	–	–	0.01%	1365
2022 Q2	$212K	Hold	10,036	–	–	0.01%	1249
2022 Q1	$212K	Sell	10,036 -191	-2%	-$5.73K	0.01%	1249
2021 Q4	$308K	Sell	10,227 -265	-3%	-$7.75K	0.01%	771
2021 Q3	$305K	Buy	10,492 +1,092	+12%	+$31.6K	0.01%	765
2021 Q2	$272K	Buy	+9,400	New	+$271K	0.01%	759
2019 Q1	–	Sell	-128	Closed	-$2K	–	3636
2018 Q4	$2K	Buy	+128	New	+$2.4K	﹤0.01%	3222
2017 Q4	–	Sell	-250	Closed	-$6K	–	4185
2017 Q3	$6K	Sell	250 -75	-23%	-$1.67K	﹤0.01%	3342
2017 Q2	$7K	Buy	325 +75	+30%	+$1.61K	﹤0.01%	3255
2017 Q1	$5K	Hold	250	–	–	﹤0.01%	3346
2016 Q4	$5K	Sell	250 -208	-45%	-$4.13K	﹤0.01%	3340
2016 Q3	$9K	Sell	458 -10	-2%	-$199	﹤0.01%	2920
2016 Q2	$9K	Buy	+468	New	+$8.84K	﹤0.01%	2827
2016 Q1	–	Sell	-250	Closed	-$4K	–	3621
2015 Q4	$4K	Buy	+250	New	+$4.95K	﹤0.01%	3115

Other funds holding SJR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return