Willingdon Wealth Management’s Telus TU Stock Holding History

Willingdon Wealth Management’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
2020 Q1	$1.62M	Sell	102,440 -86,168	-46%	-$1.6M	0.41%	64
2019 Q4	$3.65M	Buy	188,608 +7,394	+4%	+$137K	0.75%	46
2019 Q3	$3.23M	Buy	181,214 +6,886	+4%	+$125K	0.71%	48
2019 Q2	$3.22M	Buy	174,328 +6,818	+4%	+$126K	0.75%	46
2019 Q1	$3.1M	Buy	167,510 +5,840	+4%	+$103K	0.76%	48
2018 Q4	$2.68M	Sell	161,670 -7,490	-4%	-$130K	0.77%	49
2018 Q3	$3.12M	Buy	+169,160	New	+$3.1M	0.85%	48

Other funds holding TU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

TD Asset Management

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

CIBC Asset Management

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

Manulife (Manufacturers Life Insurance)

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Capital Research Global Investors

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

Mackenzie Financial

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

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

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return