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Lenox Wealth Advisors’s Telus TU Stock Holding History

Lenox Wealth Advisors’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
2020
Q4 		– Sell
-399
Closed -$7K – 679
2020
Q3 		$7K Buy
+399
New +$7.08K ﹤0.01% 416

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Lenox Wealth Advisors's TU Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Telus (TU) in Q4 2020, closing a stake of 399 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in TU in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 282 funds tracked by Wall St. Rank hold TU as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Telus position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 399 Telus shares in Q4 2020, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in Telus in Q3 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Telus position peaked at $7K in Q3 2020.
  • 282 funds tracked by Wall St. Rank held Telus as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.