WFG Advisors’s Telus TU Stock Holding History

WFG Advisors’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
2014 Q4	–	Sell	-336	Closed	-$6K	–	2243
2014 Q3	$6K	Buy	336 +4	+1%	+$71	﹤0.01%	1631
2014 Q2	$6K	Buy	332 +2	+0.6%	+$37	﹤0.01%	1625
2014 Q1	$6K	Buy	+330	New	+$5.69K	﹤0.01%	1598

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

IGIM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

WFG Advisors's TU Position: Q4 2014 in Review

WFG Advisors sold out of Telus (TU) in Q4 2014, closing a stake of 336 shares — an estimated $6K sold.

WFG Advisors first reported a position in TU in Q1 2014 and held it in 3 quarters. The position peaked at $6K in Q3 2014. 232 funds tracked by Wall St. Rank hold TU as of Q4 2014.

WFG Advisors reported no remaining Telus position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 336 Telus shares in Q4 2014, an estimated $6K.
WFG Advisors first reported a position in Telus in Q1 2014 and held it in 3 quarters.
WFG Advisors's Telus position peaked at $6K in Q3 2014.
232 funds tracked by Wall St. Rank held Telus as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.