LAM
TU icon

Lebenthal Asset Management’s Telus TU Stock Holding History

Lebenthal Asset Management’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
Q1 		$1.67M Buy
102,806
+21,406
+26% +$351K 0.21% 155
2016
Q4 		$1.3M Sell
81,400
-1,328
-2% -$21.2K 0.17% 170
2016
Q3 		$1.36M Sell
82,728
-12,802
-13% -$212K 0.18% 172
2016
Q2 		$1.54M Buy
+95,530
New +$1.51M 0.2% 164

Other funds holding TU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Lebenthal Asset Management's TU Position: Q1 2017 in Review

Lebenthal Asset Management increased its Telus (TU) stake by 26% in Q1 2017, buying an estimated $351K and bringing the position to 102,806 shares worth $1.67M. The position accounts for 0.21% of the portfolio, ranked #155.

Lebenthal Asset Management first reported a position in TU in Q2 2016 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold TU as of Q1 2017.

  • Lebenthal Asset Management held 102,806 shares of Telus worth $1.67M as of Q1 2017.
  • Lebenthal Asset Management bought 21,406 Telus shares in Q1 2017, an estimated $351K.
  • Telus made up 0.21% of Lebenthal Asset Management's portfolio in Q1 2017, its #155 holding.
  • Lebenthal Asset Management first reported a position in Telus in Q2 2016 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Telus as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.