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Next Financial Group’s Telus TU Stock Holding History

Next Financial Group’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
2021
Q2 		– Sell
-11
Closed – – 2715
2021
Q1 		$0 Buy
+11
New +$228 ﹤0.01% 2643
2016
Q4 		– Sell
-800
Closed -$13K – 2483
2016
Q3 		$13K Hold
800
– – ﹤0.01% 1558
2016
Q2 		$12K Hold
800
– – ﹤0.01% 1145
2016
Q1 		$13K Hold
800
– – ﹤0.01% 1087
2015
Q4 		$11K Hold
800
– – ﹤0.01% 1151
2015
Q3 		$12K Hold
800
– – ﹤0.01% 1150
2015
Q2 		$13K Hold
800
– – ﹤0.01% 1179
2015
Q1 		$13K Hold
800
– – ﹤0.01% 1156
2014
Q4 		$14K Hold
800
– – ﹤0.01% 1126
2014
Q3 		$14K Buy
+800
New +$14.3K ﹤0.01% 1609

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Next Financial Group's TU Position: Q2 2021 in Review

Next Financial Group sold out of Telus (TU) in Q2 2021, closing a stake of 11 shares.

Next Financial Group first reported a position in TU in Q3 2014 and held it in 10 quarters. The position peaked at $14K in Q4 2014. 288 funds tracked by Wall St. Rank hold TU as of Q2 2021.

  • Next Financial Group reported no remaining Telus position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 11 Telus shares in Q2 2021.
  • Next Financial Group first reported a position in Telus in Q3 2014 and held it in 10 quarters.
  • Next Financial Group's Telus position peaked at $14K in Q4 2014.
  • 288 funds tracked by Wall St. Rank held Telus as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.