Rothschild & Co Asset Management US’s Telus TU Stock Holding History

Rothschild & Co Asset Management US’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	-132,434	Closed	-$2.96M	–	544
2017 Q2	$2.96M	Buy	132,434 +13,622	+11%	+$229K	0.03%	304
2017 Q1	$2.56M	Sell	118,812 -21,924	-16%	-$359K	0.03%	311
2016 Q4	$3.01M	Buy	+140,736	New	+$2.24M	0.04%	315
2016 Q3	–	Sell	-135,728	Closed	-$2.82M	–	577
2016 Q2	$2.82M	Buy	135,728 +123,924	+1,050%	+$1.96M	0.05%	302
2016 Q1	$250K	Buy	+11,804	New	+$170K	﹤0.01%	501

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Rothschild & Co Asset Management US's TU Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Telus (TU) in Q3 2017, closing a stake of 132,434 shares — an estimated $2.96M sold.

Rothschild & Co Asset Management US first reported a position in TU in Q1 2016 and held it in 5 quarters. The position peaked at $3.01M in Q4 2016. 232 funds tracked by Wall St. Rank hold TU as of Q3 2017.

Rothschild & Co Asset Management US reported no remaining Telus position as of Q3 2017 after selling out during the quarter.
Rothschild & Co Asset Management US sold 132,434 Telus shares in Q3 2017, an estimated $2.96M.
Rothschild & Co Asset Management US first reported a position in Telus in Q1 2016 and held it in 5 quarters.
Rothschild & Co Asset Management US's Telus position peaked at $3.01M in Q4 2016.
232 funds tracked by Wall St. Rank held Telus as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.