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	–	1922
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	–	2278
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 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

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Telus (TU) in Q2 2019, closing a stake of 2,254 shares — an estimated $42K sold.

Wealthspire Advisors (Maryland) first reported a position in TU in Q4 2015 and held it in 10 quarters. The position peaked at $161K in Q3 2016. 263 funds tracked by Wall St. Rank hold TU as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Telus position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,254 Telus shares in Q2 2019, an estimated $42K.
Wealthspire Advisors (Maryland) first reported a position in Telus in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Telus position peaked at $161K in Q3 2016.
263 funds tracked by Wall St. Rank held Telus as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.