NewSquare Capital’s Telus TU Stock Holding History

NewSquare Capital’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
2018 Q2	–	Sell	-60,082	Closed	-$1.06M	–	349
2018 Q1	$1.06M	Buy	60,082 +4,028	+7%	+$73.5K	0.23%	74
2017 Q4	$1.06M	Buy	56,054 +4,834	+9%	+$89.5K	0.24%	71
2017 Q3	$921K	Buy	51,220 +288	+0.6%	+$5.15K	0.22%	73
2017 Q2	$879K	Buy	50,932 +2,256	+5%	+$37.9K	0.21%	71
2017 Q1	$791K	Buy	48,676 +6,712	+16%	+$110K	0.19%	79
2016 Q4	$668K	Buy	41,964 +1,630	+4%	+$26K	0.17%	89
2016 Q3	$666K	Buy	40,334 +2,124	+6%	+$35.1K	0.15%	92
2016 Q2	$615K	Buy	+38,210	New	+$605K	0.15%	94

Other funds holding TU

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

LBA

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

NewSquare Capital's TU Position: Q2 2018 in Review

NewSquare Capital sold out of Telus (TU) in Q2 2018, closing a stake of 60,082 shares — an estimated $1.06M sold.

NewSquare Capital first reported a position in TU in Q2 2016 and held it in 8 quarters. The position peaked at $1.06M in Q4 2017. 251 funds tracked by Wall St. Rank hold TU as of Q2 2018.

NewSquare Capital reported no remaining Telus position as of Q2 2018 after selling out during the quarter.
NewSquare Capital sold 60,082 Telus shares in Q2 2018, an estimated $1.06M.
NewSquare Capital first reported a position in Telus in Q2 2016 and held it in 8 quarters.
NewSquare Capital's Telus position peaked at $1.06M in Q4 2017.
251 funds tracked by Wall St. Rank held Telus as of Q2 2018.

Based on NewSquare Capital's 13F filing for Q2 2018, filed 23 Jul 2018.