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Ropes Wealth Advisors’s Telus TU Stock Holding History

Ropes Wealth 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
Q3 		– Sell
-160
Closed -$3K – 719
2017
Q2 		$3K Buy
+160
New +$2.69K ﹤0.01% 493

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Ropes Wealth Advisors's TU Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of Telus (TU) in Q3 2017, closing a stake of 160 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in TU in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 232 funds tracked by Wall St. Rank hold TU as of Q3 2017.

  • Ropes Wealth Advisors reported no remaining Telus position as of Q3 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 160 Telus shares in Q3 2017, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Telus in Q2 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's Telus position peaked at $3K in Q2 2017.
  • 232 funds tracked by Wall St. Rank held Telus as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.