Wealthspire Advisors (Maryland)’s Telus TU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,254	Closed	-$42K	–	1961
2019 Q1	$42K	Buy	2,254 +558	+33%	+$9.86K	﹤0.01%	956
2018 Q4	$28K	Sell	1,696 -52	-3%	-$905	﹤0.01%	1092
2018 Q3	$32K	Sell	1,748 -4	-0.2%	-$73	﹤0.01%	1126
2018 Q2	$31K	Buy	+1,752	New	+$31K	﹤0.01%	1144
2017 Q2	–	Sell	-8,420	Closed	-$137K	–	2283
2017 Q1	$137K	Sell	8,420 -1,500	-15%	-$24.6K	0.02%	493
2016 Q4	$158K	Buy	9,920 +150	+2%	+$2.39K	0.02%	434
2016 Q3	$161K	Buy	9,770 +120	+1%	+$1.98K	0.03%	442
2016 Q2	$155K	Hold	9,650	–	–	0.03%	432
2016 Q1	$157K	Hold	9,650	–	–	0.03%	415
2015 Q4	$133K	Buy	+9,650	New	+$150K	0.02%	460

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC Asset Management

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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