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Lee Financial’s Telus TU Stock Holding History

Lee Financial’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
2018
Q4 		– Sell
-830
Closed -$15K – 477
2018
Q3 		$15K Hold
830
– – ﹤0.01% 280
2018
Q2 		$15K Hold
830
– – ﹤0.01% 407
2018
Q1 		$15K Hold
830
– – ﹤0.01% 407
2017
Q4 		$16K Hold
830
– – ﹤0.01% 277
2017
Q3 		$15K Hold
830
– – ﹤0.01% 276
2017
Q2 		$14K Hold
830
– – 0.01% 282
2017
Q1 		$13K Hold
830
– – 0.01% 246
2016
Q4 		$13K Buy
+830
New +$13.2K 0.01% 258

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC World Market
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Lee Financial's TU Position: Q4 2018 in Review

Lee Financial sold out of Telus (TU) in Q4 2018, closing a stake of 830 shares — an estimated $15K sold.

Lee Financial first reported a position in TU in Q4 2016 and held it in 8 quarters. The position peaked at $16K in Q4 2017. 262 funds tracked by Wall St. Rank hold TU as of Q4 2018.

  • Lee Financial reported no remaining Telus position as of Q4 2018 after selling out during the quarter.
  • Lee Financial sold 830 Telus shares in Q4 2018, an estimated $15K.
  • Lee Financial first reported a position in Telus in Q4 2016 and held it in 8 quarters.
  • Lee Financial's Telus position peaked at $16K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Telus as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.