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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 – 530
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 – 587
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return