Stevens Capital Management’s Telus TU Stock Holding History

Stevens Capital Management’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
2019 Q4	–	Sell	-40,242	Closed	-$717K	–	791
2019 Q3	$717K	Buy	+40,242	New	+$733K	0.06%	289
2019 Q1	–	Sell	-78,802	Closed	-$1.31M	–	894
2018 Q4	$1.31M	Buy	+78,802	New	+$1.37M	0.07%	327
2018 Q1	–	Sell	-44,326	Closed	-$839K	–	997
2017 Q4	$839K	Buy	44,326 +15,678	+55%	+$290K	0.03%	463
2017 Q3	$515K	Buy	+28,648	New	+$513K	0.02%	548
2017 Q2	–	Sell	-13,398	Closed	-$218K	–	1087
2017 Q1	$218K	Sell	13,398 -12,170	-48%	-$200K	0.01%	756
2016 Q4	$407K	Buy	+25,568	New	+$408K	0.02%	627
2015 Q2	–	Sell	-21,162	Closed	-$352K	–	1251
2015 Q1	$352K	Sell	21,162 -12,064	-36%	-$209K	0.01%	691
2014 Q4	$599K	Buy	33,226 +19,966	+151%	+$360K	0.02%	536
2014 Q3	$227K	Buy	13,260 +2,494	+23%	+$44.5K	0.01%	820
2014 Q2	$200K	Buy	+10,766	New	+$197K	0.01%	933
2014 Q1	–	Sell	-13,446	Closed	-$232K	–	1330
2013 Q4	$232K	Buy	13,446 +184	+1%	+$3.17K	0.01%	867
2013 Q3	$220K	Buy	+13,262	New	+$207K	0.01%	877

Other funds holding TU

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Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $56.9B AUM 39.33% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return