LA
SJR

LVW Advisors’s Shaw Communications Inc. SJR Stock Holding History

LVW Advisors’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-9,171
Closed -$200K – 156
2015
Q2 		$200K Sell
9,171
-158
-2% -$3.54K 0.09% 143
2015
Q1 		$209K Hold
9,329
– – 0.1% 143
2014
Q4 		$252K Buy
+9,329
New +$242K 0.14% 130

Other funds holding SJR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LVW Advisors's SJR Position: Q3 2015 in Review

LVW Advisors sold out of Shaw Communications Inc. (SJR) in Q3 2015, closing a stake of 9,171 shares — an estimated $200K sold.

LVW Advisors first reported a position in SJR in Q4 2014 and held it in 3 quarters. The position peaked at $252K in Q4 2014. 193 funds tracked by Wall St. Rank hold SJR as of Q3 2015.

  • LVW Advisors reported no remaining Shaw Communications Inc. position as of Q3 2015 after selling out during the quarter.
  • LVW Advisors sold 9,171 Shaw Communications Inc. shares in Q3 2015, an estimated $200K.
  • LVW Advisors first reported a position in Shaw Communications Inc. in Q4 2014 and held it in 3 quarters.
  • LVW Advisors's Shaw Communications Inc. position peaked at $252K in Q4 2014.
  • 193 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q3 2015.

Based on LVW Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.