Old Mutual Customised Solutions’s Telus TU Stock Holding History

Old Mutual Customised Solutions’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	$174K	Sell	9,800 -14,000	-59%	-$248K	0.02%	582
2018 Q1	$414K	Hold	23,800	–	–	0.04%	427
2017 Q4	$452K	Buy	23,800 +6,400	+37%	+$118K	0.05%	415
2017 Q3	$312K	Hold	17,400	–	–	0.04%	437
2017 Q2	$300K	Hold	17,400	–	–	0.04%	449
2017 Q1	$282K	Hold	17,400	–	–	0.04%	451
2016 Q4	$278K	Buy	17,400 +3,400	+24%	+$54.2K	0.05%	426
2016 Q3	$231K	Buy	14,000 +3,400	+32%	+$56.2K	0.07%	350
2016 Q2	$170K	Hold	10,600	–	–	0.04%	476
2016 Q1	$173K	Hold	10,600	–	–	0.04%	461
2015 Q4	$146K	Hold	10,600	–	–	0.04%	494
2015 Q3	$166K	Hold	10,600	–	–	0.04%	456
2015 Q2	$183K	Hold	10,600	–	–	0.04%	482
2015 Q1	$176K	Buy	10,600 +3,800	+56%	+$65.7K	0.04%	481
2014 Q4	$142K	Hold	6,800	–	–	0.04%	494
2014 Q3	$116K	Sell	6,800 -800	-11%	-$14.3K	0.03%	537
2014 Q2	$142K	Hold	7,600	–	–	0.03%	522
2014 Q1	$136K	Hold	7,600	–	–	0.03%	523
2013 Q4	$131K	Hold	7,600	–	–	0.03%	526
2013 Q3	$126K	Hold	7,600	–	–	0.04%	509
2013 Q2	$111K	Buy	+7,600	New	+$132K	0.03%	581

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

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

Old Mutual Customised Solutions's TU Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Telus (TU) stake by 59% in Q2 2018, selling an estimated $248K and leaving 9,800 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #582.

Old Mutual Customised Solutions first reported a position in TU in Q2 2013 and has held it in 21 quarters since. The position peaked at $452K in Q4 2017. 251 funds tracked by Wall St. Rank hold TU as of Q2 2018.

Old Mutual Customised Solutions held 9,800 shares of Telus worth $174K as of Q2 2018.
Old Mutual Customised Solutions sold 14,000 Telus shares in Q2 2018, an estimated $248K.
Telus made up 0.02% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #582 holding.
Old Mutual Customised Solutions first reported a position in Telus in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Telus position peaked at $452K in Q4 2017.
251 funds tracked by Wall St. Rank held Telus as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.