SecurityTU / TELUS Corp.
InstitutionCapital Guardian Trust Co
Shares19,900
Value $ 699,000

Capital Guardian Trust Co reports 226.23% increase in ownership of TU / TELUS Corp.

May 15, 2018 - Capital Guardian Trust Co has filed a 13F-HR form disclosing ownership of 19,900 shares of TELUS Corp. (NYSE:TU) with total holdings valued at $699,000 USD as of March 31, 2018. Capital Guardian Trust Co had filed a previous 13F-HR on February 14, 2018 disclosing 6,100 shares of TELUS Corp. at a value of $231,000 USD. This represents a change in shares of 226.23 percent and a change in value of 202.60 percent during the quarter.

Other investors with positions similar to Capital Guardian Trust Co include Summit Global Investments, Douglas Lane & Associates, LLC, Quantbot Technologies LP, Oxford Asset Management, BlueCrest Capital Management Ltd, and World Asset Management Inc.

13F Filings

The Security, Class, and CUSIP columns in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names and cusips.

In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Effective
Date
Form Security Class CUSIP Share
Price
Shares Change
(%)
Value
(x1000)
Change
(%)
Cost
(x1000)
Profit
(x1000)
Return
(%)
2018-03-31 13F-HR TELUS COMMON STOCK 87971M103 36.50 19,900 226.23 699 202.60 504 -36 -15.44
2017-12-31 13F-HR TELUS COMMON STOCK 87971M103 36.89 6,100 0.00 231 5.48 0 12 5.48
2017-09-30 13F-HR TELUS COMMON STOCK 87971M103 35.25 6,100 0.00 219 3.79 0 8 3.79
2017-06-30 13F-HR TELUS COMMON STOCK 87971M103 33.52 6,100 0.00 211 6.57 0 13 6.57
2017-03-31 13F-HR TELUS COMMON STOCK 87971M103 32.13 6,100 0.00 198 2.06 0 4 2.06
2016-12-31 13F-HR TELUS COMMON STOCK 87971M103 32.38 6,100 0.00 194 -3.48 0 -7 -3.48
2016-09-30 13F-HR TELUS COMMON STOCK 87971M103 32.54 6,100 0.00 201 2.55 0 5 2.55
2016-06-30 13F-HR TELUS COMMON STOCK 87971M103 32.38 6,100 0.00 196 -1.51 0 -3 -1.51
2016-03-31 13F-HR TELUS COMMON STOCK 87971M103 30.16 6,100 0.00 199 17.75 0 30 17.75
2015-12-31 13F-HR TELUS COMMON STOCK 87971M103 29.59 6,100 0.00 169 -11.98 0 -23 -11.98
2015-09-30 13F-HR TELUS COMMON STOCK 87971M103 32.95 6,100 0.00 192 -8.57 0 -18 -8.57
2015-06-30 13F-HR TELUS COMMON STOCK 87971M103 33.85 6,100 0.00 210 3.45 0 7 3.45
2015-03-31 13F-HR TELUS COMMON STOCK 87971M103 34.67 6,100 0.00 203 -7.73 0 -17 -7.73
2014-12-31 13F-HR/A-1 TELUS COMMON STOCK 87971M103 35.08 6,100 0.00 220 5.77 0 12 5.77
2014-12-31 13F-HR TELUS COMMON STOCK 87971M103 6,100 209
2014-09-30 13F-HR TELUS COMMON STOCK 87971M103 35.66 6,100 0.00 208 -8.37 0 -19 -8.37
2014-06-30 13F-HR TELUS COMMON STOCK 87971M103 36.56 6,100 0.00 227 3.65 0 8 3.65
2014-03-31 13F-HR TELUS COMMON STOCK 87971M103 6,100 219


CUSIP: 87971M103