UCFA
SJR

United Capital Financial Advisors’s Shaw Communications Inc. SJR Stock Holding History

United Capital Financial Advisors’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
2017
Q4 		– Sell
-62,587
Closed -$1.44M – 1370
2017
Q3 		$1.44M Buy
+62,587
New +$1.39M 0.01% 664

Other funds holding SJR

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's SJR Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Shaw Communications Inc. (SJR) in Q4 2017, closing a stake of 62,587 shares — an estimated $1.44M sold.

United Capital Financial Advisors first reported a position in SJR in Q3 2017 and held it in 1 quarter. The position peaked at $1.44M in Q3 2017. 232 funds tracked by Wall St. Rank hold SJR as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Shaw Communications Inc. position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 62,587 Shaw Communications Inc. shares in Q4 2017, an estimated $1.44M.
  • United Capital Financial Advisors first reported a position in Shaw Communications Inc. in Q3 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's Shaw Communications Inc. position peaked at $1.44M in Q3 2017.
  • 232 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.