LH
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Lebenthal Holdings’s Telus TU Stock Holding History

Lebenthal Holdings’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
Q2 		$1.54M Sell
95,530
-13,684
-13% -$217K 0.19% 167
2016
Q1 		$1.78M Buy
+109,214
New +$1.57M 0.31% 115

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
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
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Lebenthal Holdings's TU Position: Q2 2016 in Review

Lebenthal Holdings reduced its Telus (TU) stake by 13% in Q2 2016, selling an estimated $217K and leaving 95,530 shares worth $1.54M. The position accounts for 0.19% of the portfolio, ranked #167.

Lebenthal Holdings first reported a position in TU in Q1 2016 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2016. 225 funds tracked by Wall St. Rank hold TU as of Q2 2016.

  • Lebenthal Holdings held 95,530 shares of Telus worth $1.54M as of Q2 2016.
  • Lebenthal Holdings sold 13,684 Telus shares in Q2 2016, an estimated $217K.
  • Telus made up 0.19% of Lebenthal Holdings's portfolio in Q2 2016, its #167 holding.
  • Lebenthal Holdings first reported a position in Telus in Q1 2016 and has held it in 2 quarters since.
  • Lebenthal Holdings's Telus position peaked at $1.78M in Q1 2016.
  • 225 funds tracked by Wall St. Rank held Telus as of Q2 2016.

Based on Lebenthal Holdings's 13F filing for Q2 2016, filed 19 Aug 2016.