LifePlan Financial Group’s Telus TU Stock Holding History

LifePlan Financial Group’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	$42K	Hold	2,400	–	–	0.02%	261
2020 Q2	$40K	Sell	2,400 -15,038	-86%	-$250K	0.02%	267
2020 Q1	$275K	Hold	17,438	–	–	0.15%	100
2019 Q4	$338K	Hold	17,438	–	–	0.15%	102
2019 Q3	$311K	Hold	17,438	–	–	0.15%	104
2019 Q2	$322K	Hold	17,438	–	–	0.16%	103
2019 Q1	$323K	Hold	17,438	–	–	0.17%	96
2018 Q4	$289K	Hold	17,438	–	–	0.18%	95
2018 Q3	$321K	Hold	17,438	–	–	0.17%	96
2018 Q2	$310K	Sell	17,438 -6,740	-28%	-$119K	0.17%	91
2018 Q1	$425K	Hold	24,178	–	–	0.25%	70
2017 Q4	$435K	Hold	24,178	–	–	0.28%	70
2017 Q3	$435K	Buy	24,178 +220	+0.9%	+$3.94K	0.28%	70
2017 Q2	$414K	Hold	23,958	–	–	0.28%	70
2017 Q1	$389K	Hold	23,958	–	–	0.27%	70
2016 Q4	$382K	Hold	23,958	–	–	0.27%	80
2016 Q3	$395K	Buy	23,958 +3,496	+17%	+$57.8K	0.27%	66
2016 Q2	$329K	Buy	20,462 +3,346	+20%	+$53K	0.23%	73
2016 Q1	$278K	Hold	17,116	–	–	0.2%	80
2015 Q4	$237K	Sell	17,116 -1,600	-9%	-$24.9K	0.17%	82
2015 Q3	$295K	Buy	18,716 +1,510	+9%	+$25.1K	0.21%	72
2015 Q2	$296K	Sell	17,206 -114	-0.7%	-$1.96K	0.2%	78
2015 Q1	$288K	Buy	17,320 +2,194	+15%	+$37.9K	0.19%	61
2014 Q4	$273K	Buy	15,126 +2,824	+23%	+$50.9K	0.18%	61
2014 Q3	$210K	Hold	12,302	–	–	0.18%	64
2014 Q2	$229K	Hold	12,302	–	–	0.16%	59
2014 Q1	$221K	Hold	12,302	–	–	0.18%	58
2013 Q4	$212K	Buy	12,302 +5,600	+84%	+$96.6K	0.14%	55
2013 Q3	$111K	Buy	+6,702	New	+$105K	0.09%	66

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

LifePlan Financial Group's TU Position: Q3 2020 in Review

LifePlan Financial Group held its Telus (TU) position steady in Q3 2020 at 2,400 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #261.

LifePlan Financial Group first reported a position in TU in Q3 2013 and has held it in 29 quarters since. The position peaked at $435K in Q4 2017. 268 funds tracked by Wall St. Rank hold TU as of Q3 2020.

LifePlan Financial Group held 2,400 shares of Telus worth $42K as of Q3 2020.
LifePlan Financial Group left its Telus share count unchanged in Q3 2020.
Telus made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #261 holding.
LifePlan Financial Group first reported a position in Telus in Q3 2013 and has held it in 29 quarters since.
LifePlan Financial Group's Telus position peaked at $435K in Q4 2017.
268 funds tracked by Wall St. Rank held Telus as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.