TW
SJR

Transform Wealth’s Shaw Communications Inc. SJR Stock Holding History

Transform Wealth’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-27,605
Closed -$565K – 222
2016
Q3 		$565K Buy
27,605
+1,472
+6% +$29.3K 0.24% 126
2016
Q2 		$502K Buy
+26,133
New +$494K 0.21% 137

Other funds holding SJR

IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Transform Wealth's SJR Position: Q4 2016 in Review

Transform Wealth sold out of Shaw Communications Inc. (SJR) in Q4 2016, closing a stake of 27,605 shares — an estimated $565K sold.

Transform Wealth first reported a position in SJR in Q2 2016 and held it in 2 quarters. The position peaked at $565K in Q3 2016. 197 funds tracked by Wall St. Rank hold SJR as of Q4 2016.

  • Transform Wealth reported no remaining Shaw Communications Inc. position as of Q4 2016 after selling out during the quarter.
  • Transform Wealth sold 27,605 Shaw Communications Inc. shares in Q4 2016, an estimated $565K.
  • Transform Wealth first reported a position in Shaw Communications Inc. in Q2 2016 and held it in 2 quarters.
  • Transform Wealth's Shaw Communications Inc. position peaked at $565K in Q3 2016.
  • 197 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q4 2016.

Based on Transform Wealth's 13F filing for Q4 2016, filed 13 Feb 2017.