WANY
SJR

Wealthspire Advisors (New York)’s Shaw Communications Inc. SJR Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-69
Closed -$1K – 856
2018
Q4 		$1K Buy
+69
New +$1.29K ﹤0.01% 862

Other funds holding SJR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s SJR Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Shaw Communications Inc. (SJR) in Q1 2019, closing a stake of 69 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in SJR in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 206 funds tracked by Wall St. Rank hold SJR as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Shaw Communications Inc. position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 69 Shaw Communications Inc. shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (New York) first reported a position in Shaw Communications Inc. in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Shaw Communications Inc. position peaked at $1K in Q4 2018.
  • 206 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.