Veritable’s Telus TU Stock Holding History

Veritable’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 Q1	–	Sell	-14,616	Closed	-$202K	–	750
2015 Q4	$202K	Hold	14,616	–	–	0.01%	687
2015 Q3	$230K	Hold	14,616	–	–	0.01%	633
2015 Q2	$252K	Sell	14,616 -1,590	-10%	-$27.3K	0.01%	631
2015 Q1	$269K	Hold	16,206	–	–	0.01%	775
2014 Q4	$292K	Sell	16,206 -6,700	-29%	-$121K	0.01%	757
2014 Q3	$391K	Hold	22,906	–	–	0.01%	680
2014 Q2	$427K	Hold	22,906	–	–	0.01%	646
2014 Q1	$412K	Buy	22,906 +1,150	+5%	+$19.8K	0.01%	638
2013 Q4	$375K	Sell	21,756 -7,400	-25%	-$128K	0.01%	650
2013 Q3	$483K	Sell	29,156 -3,360	-10%	-$52.4K	0.01%	590
2013 Q2	$475K	Buy	+32,516	New	+$563K	0.01%	591

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $245B AUM 31.4% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return