WealthTrust Fairport’s Telus TU Stock Holding History

WealthTrust Fairport’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 Q1	$13K	Hold	678	–	–	﹤0.01%	328
2018 Q4	$11K	Hold	678	–	–	﹤0.01%	324
2018 Q3	$12K	Sell	678 -280	-29%	-$5.13K	﹤0.01%	377
2018 Q2	$17K	Buy	958 +400	+72%	+$7.08K	﹤0.01%	338
2018 Q1	$10K	Buy	+558	New	+$10.2K	﹤0.01%	387
2015 Q1	–	Sell	-440	Closed	-$8K	–	362
2014 Q4	$8K	Buy	+440	New	+$7.93K	﹤0.01%	366

Other funds holding TU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

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

WealthTrust Fairport's TU Position: Q1 2019 in Review

WealthTrust Fairport held its Telus (TU) position steady in Q1 2019 at 678 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

WealthTrust Fairport first reported a position in TU in Q4 2014 and has held it in 6 quarters since. The position peaked at $17K in Q2 2018. 273 funds tracked by Wall St. Rank hold TU as of Q1 2019.

WealthTrust Fairport held 678 shares of Telus worth $13K as of Q1 2019.
WealthTrust Fairport left its Telus share count unchanged in Q1 2019.
Telus made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #328 holding.
WealthTrust Fairport first reported a position in Telus in Q4 2014 and has held it in 6 quarters since.
WealthTrust Fairport's Telus position peaked at $17K in Q2 2018.
273 funds tracked by Wall St. Rank held Telus as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.