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Lenox Wealth Management’s Telus TU Stock Holding History

Lenox Wealth 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
2020
Q2 		$2K Buy
133
+7
+6% +$116 ﹤0.01% 655
2020
Q1 		$1K Buy
+126
New +$2.33K ﹤0.01% 680

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Lenox Wealth Management's TU Position: Q2 2020 in Review

Lenox Wealth Management increased its Telus (TU) stake by 5.6% in Q2 2020, buying an estimated $116 and bringing the position to 133 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Lenox Wealth Management first reported a position in TU in Q1 2020 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold TU as of Q2 2020.

  • Lenox Wealth Management held 133 shares of Telus worth $2K as of Q2 2020.
  • Lenox Wealth Management bought 7 Telus shares in Q2 2020, an estimated $116.
  • Telus made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #655 holding.
  • Lenox Wealth Management first reported a position in Telus in Q1 2020 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Telus as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.