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Sentry Investments’s Telus TU Stock Holding History

Sentry Investments’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
2018
Q1 		$142M Buy
6,271,960
+3,214,760
+105% +$58.7M 2.12% 13
2017
Q4 		$72.8M Buy
3,057,200
+904,000
+42% +$16.7M 0.92% 40
2017
Q3 		$48.3M Buy
2,153,200
+1,469,600
+215% +$26.3M 0.49% 54
2017
Q2 		$15.3M Buy
683,600
+344,650
+102% +$5.78M 0.11% 93
2017
Q1 		$7.32M Buy
338,950
+319,000
+1,599% +$5.23M 0.05% 116
2016
Q4 		$427K Hold
19,950
– – ﹤0.01% 151
2016
Q3 		$432 Sell
19,950
-35,000
-64% -$578K ﹤0.01% 141
2016
Q2 		$1.14K Buy
54,950
+23,800
+76% +$377K 0.01% 133
2016
Q1 		$659 Sell
31,150
-3,720,800
-99% -$53.5M 0.01% 135
2015
Q4 		$71.8K Sell
3,751,950
-2,329,200
-38% -$36.3M 0.82% 35
2015
Q3 		$128K Sell
6,081,150
-1,029,300
-14% -$17.1M 1.55% 18
2015
Q2 		$153K Sell
7,110,450
-5,400
-0.1% -$92.7K 1.79% 10
2015
Q1 		$150M Buy
7,115,850
+27,000
+0.4% +$467K 1.89% 10
2014
Q4 		$148M Buy
7,088,850
+304,150
+4% +$5.48M 1.86% 11
2014
Q3 		$116M Buy
6,784,700
+252,100
+4% +$4.5M 1.46% 16
2014
Q2 		$122M Sell
6,532,600
-761,764
-10% -$13.9M 1.51% 16
2014
Q1 		$131M Buy
7,294,364
+289,964
+4% +$5M 1.86% 13
2013
Q4 		$121M Buy
7,004,400
+38,600
+0.6% +$666K 2.03% 10
2013
Q3 		$115M Buy
6,965,800
+120,000
+2% +$1.87M 2.23% 10
2013
Q2 		$105M Buy
+6,845,800
New +$119M 2.25% 8

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Sentry Investments's TU Position: Q1 2018 in Review

Sentry Investments increased its Telus (TU) stake by 105% in Q1 2018, buying an estimated $58.7M and bringing the position to 6,271,960 shares worth $142M. The position accounts for 2.12% of the portfolio, ranked #13.

Sentry Investments first reported a position in TU in Q2 2013 and has held it in 20 quarters since. The position peaked at $150M in Q1 2015. 255 funds tracked by Wall St. Rank hold TU as of Q1 2018.

  • Sentry Investments held 6,271,960 shares of Telus worth $142M as of Q1 2018.
  • Sentry Investments bought 3,214,760 Telus shares in Q1 2018, an estimated $58.7M.
  • Telus made up 2.12% of Sentry Investments's portfolio in Q1 2018, its #13 holding.
  • Sentry Investments first reported a position in Telus in Q2 2013 and has held it in 20 quarters since.
  • Sentry Investments's Telus position peaked at $150M in Q1 2015.
  • 255 funds tracked by Wall St. Rank held Telus as of Q1 2018.

Based on Sentry Investments's 13F filing for Q1 2018, filed 11 May 2018.