Joel Isaacson & Co’s Telus TU Stock Holding History

Joel Isaacson & Co’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	-600	Closed	-$10K	–	704
2016 Q3	$10K	Hold	600	–	–	﹤0.01%	544
2016 Q2	$10K	Hold	600	–	–	﹤0.01%	541
2016 Q1	$10K	Hold	600	–	–	﹤0.01%	573
2015 Q4	$8K	Hold	600	–	–	﹤0.01%	581
2015 Q3	$9K	Hold	600	–	–	﹤0.01%	583
2015 Q2	$10K	Buy	+600	New	+$10.3K	﹤0.01%	591

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

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

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

Joel Isaacson & Co's TU Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Telus (TU) in Q4 2016, closing a stake of 600 shares — an estimated $10K sold.

Joel Isaacson & Co first reported a position in TU in Q2 2015 and held it in 6 quarters. The position peaked at $10K in Q3 2016. 234 funds tracked by Wall St. Rank hold TU as of Q4 2016.

Joel Isaacson & Co reported no remaining Telus position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 600 Telus shares in Q4 2016, an estimated $10K.
Joel Isaacson & Co first reported a position in Telus in Q2 2015 and held it in 6 quarters.
Joel Isaacson & Co's Telus position peaked at $10K in Q3 2016.
234 funds tracked by Wall St. Rank held Telus as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.