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 $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return