Archford Capital Strategies’s Thomson Reuters TRI Stock Holding History

Archford Capital Strategies’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
2018 Q4	–	Sell	-274	Closed	-$15K	–	529
2018 Q3	$15K	Sell	274 -184	-40%	-$9.21K	0.01%	387
2018 Q2	$21K	Sell	458 -32	-7%	-$1.47K	0.01%	362
2018 Q1	$25K	Buy	+490	New	+$23.4K	0.01%	254
2017 Q2	–	Sell	-639	Closed	-$32K	–	586
2017 Q1	$32K	Sell	639 -5,306	-89%	-$271K	0.01%	318
2016 Q4	$301K	Buy	5,945 +627	+12%	+$30.6K	0.13%	152
2016 Q3	$254K	Buy	5,318 +700	+15%	+$33.9K	0.1%	166
2016 Q2	$217K	Buy	+4,618	New	+$220K	0.11%	147
2016 Q1	–	Sell	-3,788	Closed	-$167K	–	563
2015 Q4	$167K	Buy	3,788 +114	+3%	+$5.3K	0.08%	181
2015 Q3	$172K	Sell	3,674 -178	-5%	-$8.12K	0.13%	120
2015 Q2	$170K	Sell	3,852 -815	-17%	-$38.2K	0.12%	123
2015 Q1	$220K	Buy	4,667 +403	+9%	+$18.5K	0.15%	115
2014 Q4	$200K	Sell	4,264 -19	-0.4%	-$841	0.15%	121
2014 Q3	$181K	Sell	4,283 -245	-5%	-$10.6K	0.14%	124
2014 Q2	$191K	Sell	4,528 -491	-10%	-$20.1K	0.15%	123
2014 Q1	$199K	Buy	+5,019	New	+$206K	0.17%	120

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JFL

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Archford Capital Strategies's TRI Position: Q4 2018 in Review

Archford Capital Strategies sold out of Thomson Reuters (TRI) in Q4 2018, closing a stake of 274 shares — an estimated $15K sold.

Archford Capital Strategies first reported a position in TRI in Q1 2014 and held it in 15 quarters. The position peaked at $301K in Q4 2016. 303 funds tracked by Wall St. Rank hold TRI as of Q4 2018.

Archford Capital Strategies reported no remaining Thomson Reuters position as of Q4 2018 after selling out during the quarter.
Archford Capital Strategies sold 274 Thomson Reuters shares in Q4 2018, an estimated $15K.
Archford Capital Strategies first reported a position in Thomson Reuters in Q1 2014 and held it in 15 quarters.
Archford Capital Strategies's Thomson Reuters position peaked at $301K in Q4 2016.
303 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2018.

Based on Archford Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.