Integrated Wealth Management (Palm Desert)’s Telus TU Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-1,078	Closed	-$18K	–	951
2016 Q3	$18K	Sell	1,078 -1,390	-56%	-$23K	0.01%	631
2016 Q2	$40K	Sell	2,468 -2,328	-49%	-$36.9K	0.02%	446
2016 Q1	$78K	Sell	4,796 -492	-9%	-$7.08K	0.03%	319
2015 Q4	$73K	Sell	5,288 -2,438	-32%	-$38K	0.03%	330
2015 Q3	$122K	Sell	7,726 -6,978	-47%	-$116K	0.05%	247
2015 Q2	$253K	Sell	14,704 -6,010	-29%	-$103K	0.1%	158
2015 Q1	$344K	Buy	+20,714	New	+$358K	0.14%	125

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s TU Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Telus (TU) in Q4 2016, closing a stake of 1,078 shares — an estimated $18K sold.

Integrated Wealth Management (Palm Desert) first reported a position in TU in Q1 2015 and held it in 7 quarters. The position peaked at $344K in Q1 2015. 234 funds tracked by Wall St. Rank hold TU as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Telus position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,078 Telus shares in Q4 2016, an estimated $18K.
Integrated Wealth Management (Palm Desert) first reported a position in Telus in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Telus position peaked at $344K in Q1 2015.
234 funds tracked by Wall St. Rank held Telus as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.