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 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BGC

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Willingdon Wealth Management's TU Position: Q1 2020 in Review

Willingdon Wealth Management reduced its Telus (TU) stake by 46% in Q1 2020, selling an estimated $1.6M and leaving 102,440 shares worth $1.62M. The position accounts for 0.41% of the portfolio, ranked #64.

Willingdon Wealth Management first reported a position in TU in Q3 2018 and has held it in 7 quarters since. The position peaked at $3.65M in Q4 2019. 290 funds tracked by Wall St. Rank hold TU as of Q1 2020.

Willingdon Wealth Management held 102,440 shares of Telus worth $1.62M as of Q1 2020.
Willingdon Wealth Management sold 86,168 Telus shares in Q1 2020, an estimated $1.6M.
Telus made up 0.41% of Willingdon Wealth Management's portfolio in Q1 2020, its #64 holding.
Willingdon Wealth Management first reported a position in Telus in Q3 2018 and has held it in 7 quarters since.
Willingdon Wealth Management's Telus position peaked at $3.65M in Q4 2019.
290 funds tracked by Wall St. Rank held Telus as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.