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	–	569
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 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Mosaic Family Wealth's TU Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Telus (TU) in Q2 2019, closing a stake of 142 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in TU in Q4 2015 and held it in 14 quarters. The position peaked at $12K in Q4 2015. 263 funds tracked by Wall St. Rank hold TU as of Q2 2019.

Mosaic Family Wealth reported no remaining Telus position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 142 Telus shares in Q2 2019, an estimated $3K.
Mosaic Family Wealth first reported a position in Telus in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Telus position peaked at $12K in Q4 2015.
263 funds tracked by Wall St. Rank held Telus as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.