Amalgamated Bank’s Thomson Reuters TRI Stock Holding History

Amalgamated Bank’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-14,057	Closed	-$705K	–	1599
2017 Q1	$705K	Buy	14,057 +1,210	+9%	+$61.8K	0.04%	638
2016 Q4	$653K	Buy	12,847 +4,928	+62%	+$240K	0.03%	707
2016 Q3	$380K	Buy	7,919 +60	+0.8%	+$2.9K	0.02%	873
2016 Q2	$385K	Sell	7,859 -414	-5%	-$19.7K	0.02%	863
2016 Q1	$389K	Buy	8,273 +2,706	+49%	+$116K	0.04%	701
2015 Q4	$245K	Sell	5,567 -2,410	-30%	-$112K	0.03%	931
2015 Q3	$373K	Buy	7,977 +106	+1%	+$4.83K	0.04%	723
2015 Q2	$348K	Buy	7,871 +37	+0.5%	+$1.73K	0.03%	847
2015 Q1	$369K	Buy	7,834 +1,142	+17%	+$52.4K	0.05%	566
2014 Q4	$313K	Buy	6,692 +294	+5%	+$13K	0.05%	561
2014 Q3	$270K	Buy	6,398 +52	+0.8%	+$2.25K	0.04%	649
2014 Q2	$268K	Sell	6,346 -878	-12%	-$35.9K	0.04%	665
2014 Q1	$287K	Sell	7,224 -150	-2%	-$6.16K	0.05%	580
2013 Q4	$324K	Buy	+7,374	New	+$315K	0.06%	521

Other funds holding TRI

Royal Bank of Canada

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

TD Asset Management

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bank of Montreal

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

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

Norges Bank Oslo, Norway $935B AUM