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Liberty Wealth Management’s Telus TU Stock Holding History

Liberty 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
Q3 		– Sell
-44
Closed -$1K – 955
2020
Q2 		$1K Hold
44
– – ﹤0.01% 822
2020
Q1 		$1K Hold
44
– – ﹤0.01% 846
2019
Q4 		$1K Sell
44
-18
-29% -$334 ﹤0.01% 869
2019
Q3 		$1K Buy
62
+8
+15% +$146 ﹤0.01% 831
2019
Q2 		$1K Buy
+54
New +$999 ﹤0.01% 866

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Liberty Wealth Management's TU Position: Q3 2020 in Review

Liberty Wealth Management sold out of Telus (TU) in Q3 2020, closing a stake of 44 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in TU in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 268 funds tracked by Wall St. Rank hold TU as of Q3 2020.

  • Liberty Wealth Management reported no remaining Telus position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 44 Telus shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Telus in Q2 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Telus position peaked at $1K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Telus as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.