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	–	352
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

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TD Asset Management

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Fidelity International

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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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC World Market

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

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