The following link is to a Bulletin from one of our Investment Counsellors, BCV, outlining a pair of trades that were executed in certain client accounts earlier this week: http://www.blackburndavisfinancial.ca/wp-content/uploads/20151109-BCV-Bulletin-Recent-Trading-Activity-November-2015.pdf. In these transactions, existing positions in Great West Lifeco Inc. were sold, with the proceeds reinvested in TransCanada Corporation. TransCanada Corporation is an existing position in many portfolios, so in most cases, the trades added to existing positions.
Also included is a link to a second BCV Bulletin, providing a brief overview of Visa Inc., which is a new company in their United States Equity Model Portfolio: http://www.blackburndavisfinancial.ca/wp-content/uploads/20151109-BCV-Bulletin-Visa-Inc.-October-2015.pdf. Visa Inc. was added to certain client accounts in October, using the proceeds from the sale of Kimberly Clark Corporation.
If you have any additional questions about these companies or these transactions, please do not hesitate to contact us.