SWS Partners’s Telus TU Stock Holding History

SWS Partners’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 Q2	–	Sell	-612	Closed	-$11K	–	295
2018 Q1	$11K	Hold	612	–	–	0.01%	254
2017 Q4	$12K	Buy	+612	New	+$11.3K	0.01%	257

Other funds holding TU

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

LBA

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

SWS Partners's TU Position: Q2 2018 in Review

SWS Partners sold out of Telus (TU) in Q2 2018, closing a stake of 612 shares — an estimated $11K sold.

SWS Partners first reported a position in TU in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 251 funds tracked by Wall St. Rank hold TU as of Q2 2018.

SWS Partners reported no remaining Telus position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 612 Telus shares in Q2 2018, an estimated $11K.
SWS Partners first reported a position in Telus in Q4 2017 and held it in 2 quarters.
SWS Partners's Telus position peaked at $12K in Q4 2017.
251 funds tracked by Wall St. Rank held Telus as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.