Wellesley Investment Partners’s Telus TU Stock Holding History

Wellesley Investment Partners’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
2017 Q2	–	Sell	-30,620	Closed	-$497K	–	123
2017 Q1	$497K	Buy	30,620 +3,490	+13%	+$57.2K	0.22%	74
2016 Q4	$432K	Sell	27,130 -6,106	-18%	-$97.3K	0.21%	73
2016 Q3	$548K	Buy	33,236 +1,826	+6%	+$30.2K	0.28%	61
2016 Q2	$505K	Buy	31,410 +2,304	+8%	+$36.5K	0.27%	59
2016 Q1	$473K	Buy	29,106 +1,908	+7%	+$27.5K	0.28%	61
2015 Q4	$376K	Buy	+27,198	New	+$423K	0.26%	65

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

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

BGC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Wellesley Investment Partners's TU Position: Q2 2017 in Review

Wellesley Investment Partners sold out of Telus (TU) in Q2 2017, closing a stake of 30,620 shares — an estimated $497K sold.

Wellesley Investment Partners first reported a position in TU in Q4 2015 and held it in 6 quarters. The position peaked at $548K in Q3 2016. 231 funds tracked by Wall St. Rank hold TU as of Q2 2017.

Wellesley Investment Partners reported no remaining Telus position as of Q2 2017 after selling out during the quarter.
Wellesley Investment Partners sold 30,620 Telus shares in Q2 2017, an estimated $497K.
Wellesley Investment Partners first reported a position in Telus in Q4 2015 and held it in 6 quarters.
Wellesley Investment Partners's Telus position peaked at $548K in Q3 2016.
231 funds tracked by Wall St. Rank held Telus as of Q2 2017.

Based on Wellesley Investment Partners's 13F filing for Q2 2017, filed 8 Aug 2017.