Valley National Advisers’s Telus TU Stock Holding History

Valley National Advisers’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
2021 Q1	–	Sell	-430	Closed	-$9K	–	912
2020 Q4	$9K	Hold	430	–	–	﹤0.01%	537
2020 Q3	$8K	Hold	430	–	–	﹤0.01%	510
2020 Q2	$7K	Hold	430	–	–	﹤0.01%	523
2020 Q1	$7K	Sell	430 -106	-20%	-$1.96K	﹤0.01%	515
2019 Q4	$10K	Hold	536	–	–	﹤0.01%	532
2019 Q3	$10K	Sell	536 -200	-27%	-$3.64K	﹤0.01%	510
2019 Q2	$14K	Hold	736	–	–	﹤0.01%	449
2019 Q1	$14K	Hold	736	–	–	﹤0.01%	448
2018 Q4	$12K	Hold	736	–	–	﹤0.01%	436
2018 Q3	$14K	Sell	736 -92	-11%	-$1.69K	﹤0.01%	406
2018 Q2	$15K	Hold	828	–	–	0.01%	376
2018 Q1	$15K	Hold	828	–	–	0.01%	369
2017 Q4	$16K	Hold	828	–	–	0.01%	363
2017 Q3	$15K	Hold	828	–	–	0.01%	367
2017 Q2	$14K	Hold	828	–	–	0.01%	366
2017 Q1	$13K	Hold	828	–	–	﹤0.01%	374
2016 Q4	$13K	Hold	828	–	–	0.01%	380
2016 Q3	$14K	Hold	828	–	–	0.01%	340
2016 Q2	$13K	Sell	828 -604	-42%	-$9.57K	0.01%	362
2016 Q1	$23K	Hold	1,432	–	–	0.01%	292
2015 Q4	$20K	Sell	1,432 -496	-26%	-$7.72K	0.01%	297
2015 Q3	$30K	Hold	1,928	–	–	0.02%	263
2015 Q2	$33K	Hold	1,928	–	–	0.02%	254
2015 Q1	$32K	Sell	1,928 -20,422	-91%	-$353K	0.02%	250
2014 Q4	$385K	Buy	+22,350	New	+$403K	0.29%	76

Other funds holding TU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Valley National Advisers's TU Position: Q1 2021 in Review

Valley National Advisers sold out of Telus (TU) in Q1 2021, closing a stake of 430 shares — an estimated $9K sold.

Valley National Advisers first reported a position in TU in Q4 2014 and held it in 25 quarters. The position peaked at $385K in Q4 2014. 292 funds tracked by Wall St. Rank hold TU as of Q1 2021.

Valley National Advisers reported no remaining Telus position as of Q1 2021 after selling out during the quarter.
Valley National Advisers sold 430 Telus shares in Q1 2021, an estimated $9K.
Valley National Advisers first reported a position in Telus in Q4 2014 and held it in 25 quarters.
Valley National Advisers's Telus position peaked at $385K in Q4 2014.
292 funds tracked by Wall St. Rank held Telus as of Q1 2021.

Based on Valley National Advisers's 13F filing for Q1 2021, filed 7 May 2021.