IWMPD
SJR

Integrated Wealth Management (Palm Desert)’s Shaw Communications Inc. SJR Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-90
Closed -$2K – 1492
2015
Q1 		$2K Buy
+90
New +$2.14K ﹤0.01% 1126

Other funds holding SJR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SJR Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Shaw Communications Inc. (SJR) in Q2 2015, closing a stake of 90 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SJR in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 195 funds tracked by Wall St. Rank hold SJR as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Shaw Communications Inc. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 90 Shaw Communications Inc. shares in Q2 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Shaw Communications Inc. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Shaw Communications Inc. position peaked at $2K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.