Mosaic Family Wealth’s Telus TU Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-142	Closed	-$3K	–	571
2019 Q1	$3K	Hold	142	–	–	﹤0.01%	625
2018 Q4	$2K	Hold	142	–	–	﹤0.01%	604
2018 Q3	$2K	Hold	142	–	–	﹤0.01%	611
2018 Q2	$3K	Hold	142	–	–	﹤0.01%	623
2018 Q1	$2K	Hold	142	–	–	﹤0.01%	638
2017 Q4	$3K	Hold	142	–	–	﹤0.01%	631
2017 Q3	$3K	Hold	142	–	–	﹤0.01%	808
2017 Q2	$2K	Hold	142	–	–	﹤0.01%	685
2017 Q1	$2K	Hold	142	–	–	﹤0.01%	692
2016 Q4	$2K	Hold	142	–	–	﹤0.01%	672
2016 Q3	$2K	Hold	142	–	–	﹤0.01%	700
2016 Q2	$3K	Sell	142 -586	-80%	-$9.28K	﹤0.01%	686
2016 Q1	$11K	Sell	728 -192	-21%	-$2.76K	0.01%	519
2015 Q4	$12K	Buy	+920	New	+$14.3K	0.01%	508

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

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

Mackenzie Financial

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC Asset Management

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

Manulife (Manufacturers Life Insurance)

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

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return