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Pathstone Family Office’s Telus TU Stock Holding History

Pathstone Family Office’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
2020
Q4 		– Sell
-1,082
Closed -$19K – 1334
2020
Q3 		$19K Buy
+1,082
New +$19.2K ﹤0.01% 487
2020
Q2 		– Sell
-1,082
Closed -$17K – 964
2020
Q1 		$17K Buy
+1,082
New +$20K ﹤0.01% 435

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Pathstone Family Office's TU Position: Q4 2020 in Review

Pathstone Family Office sold out of Telus (TU) in Q4 2020, closing a stake of 1,082 shares — an estimated $19K sold.

Pathstone Family Office first reported a position in TU in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q3 2020. 282 funds tracked by Wall St. Rank hold TU as of Q4 2020.

  • Pathstone Family Office reported no remaining Telus position as of Q4 2020 after selling out during the quarter.
  • Pathstone Family Office sold 1,082 Telus shares in Q4 2020, an estimated $19K.
  • Pathstone Family Office first reported a position in Telus in Q1 2020 and held it in 2 quarters.
  • Pathstone Family Office's Telus position peaked at $19K in Q3 2020.
  • 282 funds tracked by Wall St. Rank held Telus as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.