Jefferies Group’s Telus TU Stock Holding History

Jefferies Group’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
2020 Q1	–	Sell	-142,220	Closed	-$2.75M	–	2685
2019 Q4	$2.75M	Sell	142,220 -103,166	-42%	-$1.91M	0.02%	854
2019 Q3	$4.37M	Sell	245,386 -25,014	-9%	-$455K	0.03%	591
2019 Q2	$5M	Buy	270,400 +231,248	+591%	+$4.28M	0.04%	476
2019 Q1	$725K	Sell	39,152 -121,430	-76%	-$2.15M	0.01%	1427
2018 Q4	$2.66M	Buy	160,582 +111,786	+229%	+$1.95M	0.02%	691
2018 Q3	$899K	Sell	48,796 -25,680	-34%	-$470K	0.01%	1385
2018 Q2	$1.32M	Sell	74,476 -49,858	-40%	-$882K	0.01%	1106
2018 Q1	$2.18M	Buy	124,334 +63,922	+106%	+$1.17M	0.01%	816
2017 Q4	$1.14M	Buy	+60,412	New	+$1.12M	0.01%	1275

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BGC

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Jefferies Group's TU Position: Q1 2020 in Review

Jefferies Group sold out of Telus (TU) in Q1 2020, closing a stake of 142,220 shares — an estimated $2.75M sold.

Jefferies Group first reported a position in TU in Q4 2017 and held it in 9 quarters. The position peaked at $5M in Q2 2019. 290 funds tracked by Wall St. Rank hold TU as of Q1 2020.

Jefferies Group reported no remaining Telus position as of Q1 2020 after selling out during the quarter.
Jefferies Group sold 142,220 Telus shares in Q1 2020, an estimated $2.75M.
Jefferies Group first reported a position in Telus in Q4 2017 and held it in 9 quarters.
Jefferies Group's Telus position peaked at $5M in Q2 2019.
290 funds tracked by Wall St. Rank held Telus as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.