TW
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Transform Wealth’s Telus TU Stock Holding History

Transform Wealth’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
2016
Q4 		– Sell
-39,216
Closed -$647K – 218
2016
Q3 		$647K Buy
39,216
+300
+0.8% +$4.96K 0.28% 118
2016
Q2 		$627K Buy
+38,916
New +$617K 0.26% 122

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Transform Wealth's TU Position: Q4 2016 in Review

Transform Wealth sold out of Telus (TU) in Q4 2016, closing a stake of 39,216 shares — an estimated $647K sold.

Transform Wealth first reported a position in TU in Q2 2016 and held it in 2 quarters. The position peaked at $647K in Q3 2016. 234 funds tracked by Wall St. Rank hold TU as of Q4 2016.

  • Transform Wealth reported no remaining Telus position as of Q4 2016 after selling out during the quarter.
  • Transform Wealth sold 39,216 Telus shares in Q4 2016, an estimated $647K.
  • Transform Wealth first reported a position in Telus in Q2 2016 and held it in 2 quarters.
  • Transform Wealth's Telus position peaked at $647K in Q3 2016.
  • 234 funds tracked by Wall St. Rank held Telus as of Q4 2016.

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