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UBS’s Telus TU Stock Holding History

UBS’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
2014
Q3 		$31.7M Buy
1,855,046
+1,255,318
+209% +$22.4M 0.02% 701
2014
Q2 		$11.2M Buy
599,728
+352,458
+143% +$6.45M 0.01% 1276
2014
Q1 		$4.44M Sell
247,270
-90,210
-27% -$1.56M ﹤0.01% 1979
2013
Q4 		$5.81M Buy
337,480
+58,462
+21% +$1.01M 0.01% 1725
2013
Q3 		$4.62M Sell
279,018
-126,362
-31% -$1.97M ﹤0.01% 1775
2013
Q2 		$5.92M Buy
+405,380
New +$7.02M 0.01% 1471

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

UBS's TU Position: Q3 2014 in Review

UBS increased its Telus (TU) stake by 209% in Q3 2014, buying an estimated $22.4M and bringing the position to 1,855,046 shares worth $31.7M. The position accounts for 0.02% of the portfolio, ranked #701.

UBS first reported a position in TU in Q2 2013 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold TU as of Q3 2014.

  • UBS held 1,855,046 shares of Telus worth $31.7M as of Q3 2014.
  • UBS bought 1,255,318 Telus shares in Q3 2014, an estimated $22.4M.
  • Telus made up 0.02% of UBS's portfolio in Q3 2014, its #701 holding.
  • UBS first reported a position in Telus in Q2 2013 and has held it in 6 quarters since.
  • 210 funds tracked by Wall St. Rank held Telus as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.