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Benedict Financial Advisors’s Thomson Reuters TRI Stock Holding History

Benedict Financial 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
2018
Q4 		– Sell
-5,807
Closed -$308K – 109
2018
Q3 		$308K Sell
5,807
-8
-0.1% -$401 0.14% 92
2018
Q2 		$272K Sell
5,815
-49
-0.8% -$2.25K 0.13% 91
2018
Q1 		$263K Buy
5,864
+16
+0.3% +$765 0.13% 92
2017
Q4 		$296K Sell
5,848
-275
-4% -$14.4K 0.14% 91
2017
Q3 		$326K Sell
6,123
-157
-3% -$8.38K 0.17% 91
2017
Q2 		$335K Sell
6,280
-23
-0.4% -$1.18K 0.17% 88
2017
Q1 		$316K Sell
6,303
-28
-0.4% -$1.43K 0.17% 87
2016
Q4 		$322K Sell
6,331
-122
-2% -$5.95K 0.19% 82
2016
Q3 		$310K Sell
6,453
-117
-2% -$5.66K 0.18% 84
2016
Q2 		$311K Sell
6,570
-1,428
-18% -$68K 0.18% 78
2016
Q1 		$376K Sell
7,998
-1,176
-13% -$50.6K 0.23% 74
2015
Q4 		$403K Sell
9,174
-167
-2% -$7.76K 0.26% 70
2015
Q3 		$436K Sell
9,341
-899
-9% -$41K 0.3% 69
2015
Q2 		$447K Sell
10,240
-1,410
-12% -$66K 0.29% 70
2015
Q1 		$564K Buy
11,650
+26
+0.2% +$1.19K 0.36% 65
2014
Q4 		$537K Buy
+11,624
New +$515K 0.35% 65

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Benedict Financial Advisors's TRI Position: Q4 2018 in Review

Benedict Financial Advisors sold out of Thomson Reuters (TRI) in Q4 2018, closing a stake of 5,807 shares — an estimated $308K sold.

Benedict Financial Advisors first reported a position in TRI in Q4 2014 and held it in 16 quarters. The position peaked at $564K in Q1 2015. 303 funds tracked by Wall St. Rank hold TRI as of Q4 2018.

  • Benedict Financial Advisors reported no remaining Thomson Reuters position as of Q4 2018 after selling out during the quarter.
  • Benedict Financial Advisors sold 5,807 Thomson Reuters shares in Q4 2018, an estimated $308K.
  • Benedict Financial Advisors first reported a position in Thomson Reuters in Q4 2014 and held it in 16 quarters.
  • Benedict Financial Advisors's Thomson Reuters position peaked at $564K in Q1 2015.
  • 303 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2018.

Based on Benedict Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.