James Investment Research’s Telus TU Stock Holding History

James Investment Research’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
2017 Q2	–	Sell	-4,000	Closed	-$65K	–	772
2017 Q1	$65K	Hold	4,000	–	–	﹤0.01%	515
2016 Q4	$64K	Hold	4,000	–	–	﹤0.01%	394
2016 Q3	$66K	Hold	4,000	–	–	﹤0.01%	386
2016 Q2	$64K	Sell	4,000 -2,800	-41%	-$44.4K	﹤0.01%	345
2016 Q1	$111K	Sell	6,800 -18,160	-73%	-$261K	﹤0.01%	300
2015 Q4	$345K	Sell	24,960 -6,800	-21%	-$106K	0.01%	258
2015 Q3	$501K	Hold	31,760	–	–	0.01%	246
2015 Q2	$547K	Sell	31,760 -86,800	-73%	-$1.49M	0.01%	261
2015 Q1	$1.97M	Sell	118,560 -52,360	-31%	-$905K	0.05%	199
2014 Q4	$3.08M	Hold	170,920	–	–	0.08%	161
2014 Q3	$2.92M	Hold	170,920	–	–	0.09%	159
2014 Q2	$3.18M	Sell	170,920 -121,680	-42%	-$2.23M	0.1%	147
2014 Q1	$5.26M	Sell	292,600 -59,120	-17%	-$1.02M	0.17%	124
2013 Q4	$6.06M	Buy	351,720 +16,820	+5%	+$290K	0.19%	120
2013 Q3	$5.54M	Sell	334,900 -900	-0.3%	-$14K	0.21%	116
2013 Q2	$4.9M	Buy	+335,800	New	+$5.82M	0.2%	108

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 $2.3T AUM 54.33% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

James Investment Research's TU Position: Q2 2017 in Review

James Investment Research sold out of Telus (TU) in Q2 2017, closing a stake of 4,000 shares — an estimated $65K sold.

James Investment Research first reported a position in TU in Q2 2013 and held it in 16 quarters. The position peaked at $6.06M in Q4 2013. 231 funds tracked by Wall St. Rank hold TU as of Q2 2017.

James Investment Research reported no remaining Telus position as of Q2 2017 after selling out during the quarter.
James Investment Research sold 4,000 Telus shares in Q2 2017, an estimated $65K.
James Investment Research first reported a position in Telus in Q2 2013 and held it in 16 quarters.
James Investment Research's Telus position peaked at $6.06M in Q4 2013.
231 funds tracked by Wall St. Rank held Telus as of Q2 2017.

Based on James Investment Research's 13F filing for Q2 2017, filed 14 Jul 2017.