Lucus Advisors’s Telus TU Stock Holding History

Lucus 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
2016 Q3	–	Sell	-21,202	Closed	-$341K	–	293
2016 Q2	$341K	Buy	+21,202	New	+$336K	0.28%	225

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Lucus Advisors's TU Position: Q3 2016 in Review

Lucus Advisors sold out of Telus (TU) in Q3 2016, closing a stake of 21,202 shares — an estimated $341K sold.

Lucus Advisors first reported a position in TU in Q2 2016 and held it in 1 quarter. The position peaked at $341K in Q2 2016. 231 funds tracked by Wall St. Rank hold TU as of Q3 2016.

Lucus Advisors reported no remaining Telus position as of Q3 2016 after selling out during the quarter.
Lucus Advisors sold 21,202 Telus shares in Q3 2016, an estimated $341K.
Lucus Advisors first reported a position in Telus in Q2 2016 and held it in 1 quarter.
Lucus Advisors's Telus position peaked at $341K in Q2 2016.
231 funds tracked by Wall St. Rank held Telus as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.