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Sterne Agee Group’s Telus TU Stock Holding History

Sterne Agee Group’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
2015
Q1 		$1.23M Sell
74,082
-2,378
-3% -$41.1K 0.18% 161
2014
Q4 		$1.38M Buy
76,460
+6,380
+9% +$115K 0.21% 148
2014
Q3 		$1.2M Sell
70,080
-24,192
-26% -$431K 0.19% 159
2014
Q2 		$1.75M Buy
94,272
+4,960
+6% +$90.7K 0.29% 111
2014
Q1 		$1.6M Buy
89,312
+57,244
+179% +$987K 0.32% 112
2013
Q4 		$552K Buy
+32,068
New +$553K 0.18% 140

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Sterne Agee Group's TU Position: Q1 2015 in Review

Sterne Agee Group reduced its Telus (TU) stake by 3.1% in Q1 2015, selling an estimated $41.1K and leaving 74,082 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #161.

Sterne Agee Group first reported a position in TU in Q4 2013 and has held it in 6 quarters since. The position peaked at $1.75M in Q2 2014. 230 funds tracked by Wall St. Rank hold TU as of Q1 2015.

  • Sterne Agee Group held 74,082 shares of Telus worth $1.23M as of Q1 2015.
  • Sterne Agee Group sold 2,378 Telus shares in Q1 2015, an estimated $41.1K.
  • Telus made up 0.18% of Sterne Agee Group's portfolio in Q1 2015, its #161 holding.
  • Sterne Agee Group first reported a position in Telus in Q4 2013 and has held it in 6 quarters since.
  • Sterne Agee Group's Telus position peaked at $1.75M in Q2 2014.
  • 230 funds tracked by Wall St. Rank held Telus as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.