Arete Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Arete Wealth Advisors’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
2020 Q1	–	Sell	-3,143	Closed	-$237K	–	408
2019 Q4	$237K	Sell	3,143 -103	-3%	-$7.5K	0.04%	341
2019 Q3	$229K	Buy	3,246 +158	+5%	+$11.2K	0.04%	340
2019 Q2	$210K	Buy	+3,088	New	+$204K	0.04%	361

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arete Wealth Advisors's TRI Position: Q1 2020 in Review

Arete Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2020, closing a stake of 3,143 shares — an estimated $237K sold.

Arete Wealth Advisors first reported a position in TRI in Q2 2019 and held it in 3 quarters. The position peaked at $237K in Q4 2019. 322 funds tracked by Wall St. Rank hold TRI as of Q1 2020.

Arete Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2020 after selling out during the quarter.
Arete Wealth Advisors sold 3,143 Thomson Reuters shares in Q1 2020, an estimated $237K.
Arete Wealth Advisors first reported a position in Thomson Reuters in Q2 2019 and held it in 3 quarters.
Arete Wealth Advisors's Thomson Reuters position peaked at $237K in Q4 2019.
322 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.