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Regal Investment Advisors’s Telus TU Stock Holding History

Regal Investment 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
2014
Q2 		– Sell
-80
Closed -$2K – 952
2014
Q1 		$2K Sell
80
-414
-84% -$7.14K ﹤0.01% 831
2013
Q4 		$9K Sell
494
-296
-37% -$5.11K 0.01% 610
2013
Q3 		$13K Buy
790
+310
+65% +$4.83K 0.01% 558
2013
Q2 		$7K Buy
+480
New +$8.32K ﹤0.01% 654

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Regal Investment Advisors's TU Position: Q2 2014 in Review

Regal Investment Advisors sold out of Telus (TU) in Q2 2014, closing a stake of 80 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in TU in Q2 2013 and held it in 4 quarters. The position peaked at $13K in Q3 2013. 200 funds tracked by Wall St. Rank hold TU as of Q2 2014.

  • Regal Investment Advisors reported no remaining Telus position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 80 Telus shares in Q2 2014, an estimated $2K.
  • Regal Investment Advisors first reported a position in Telus in Q2 2013 and held it in 4 quarters.
  • Regal Investment Advisors's Telus position peaked at $13K in Q3 2013.
  • 200 funds tracked by Wall St. Rank held Telus as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.