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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LBA

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

Stevens Capital Management's TU Position: Q4 2019 in Review

Stevens Capital Management sold out of Telus (TU) in Q4 2019, closing a stake of 40,242 shares — an estimated $717K sold.

Stevens Capital Management first reported a position in TU in Q3 2013 and held it in 12 quarters. The position peaked at $1.31M in Q4 2018. 284 funds tracked by Wall St. Rank hold TU as of Q4 2019.

Stevens Capital Management reported no remaining Telus position as of Q4 2019 after selling out during the quarter.
Stevens Capital Management sold 40,242 Telus shares in Q4 2019, an estimated $717K.
Stevens Capital Management first reported a position in Telus in Q3 2013 and held it in 12 quarters.
Stevens Capital Management's Telus position peaked at $1.31M in Q4 2018.
284 funds tracked by Wall St. Rank held Telus as of Q4 2019.

Based on Stevens Capital Management's 13F filing for Q4 2019, filed 6 Feb 2020.