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Plante Moran Financial Advisors’s Telus TU Stock Holding History

Plante Moran Financial Advisors’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
2017
Q2 		– Sell
-740
Closed -$12K – 902
2017
Q1 		$12K Hold
740
– – 0.01% 554
2016
Q4 		$12K Hold
740
– – 0.01% 560
2016
Q3 		$12K Buy
740
+376
+103% +$6.21K 0.01% 575
2016
Q2 		$6K Buy
+364
New +$5.77K ﹤0.01% 611

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC World Market
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

Plante Moran Financial Advisors's TU Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Telus (TU) in Q2 2017, closing a stake of 740 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in TU in Q2 2016 and held it in 4 quarters. The position peaked at $12K in Q1 2017. 231 funds tracked by Wall St. Rank hold TU as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Telus position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 740 Telus shares in Q2 2017, an estimated $12K.
  • Plante Moran Financial Advisors first reported a position in Telus in Q2 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Telus position peaked at $12K in Q1 2017.
  • 231 funds tracked by Wall St. Rank held Telus as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.