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Bragg Financial Advisors’s Thomson Reuters TRI Stock Holding History

Bragg 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
2014
Q3 		– Sell
-10,254
Closed -$433K – 227
2014
Q2 		$433K Hold
10,254
– – 0.1% 190
2014
Q1 		$407K Hold
10,254
– – 0.1% 190
2013
Q4 		$450K Hold
10,254
– – 0.11% 187
2013
Q3 		$417K Hold
10,254
– – 0.11% 189
2013
Q2 		$388K Buy
+10,254
New +$397K 0.11% 188

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bragg Financial Advisors's TRI Position: Q3 2014 in Review

Bragg Financial Advisors sold out of Thomson Reuters (TRI) in Q3 2014, closing a stake of 10,254 shares — an estimated $433K sold.

Bragg Financial Advisors first reported a position in TRI in Q2 2013 and held it in 5 quarters. The position peaked at $450K in Q4 2013. 270 funds tracked by Wall St. Rank hold TRI as of Q3 2014.

  • Bragg Financial Advisors reported no remaining Thomson Reuters position as of Q3 2014 after selling out during the quarter.
  • Bragg Financial Advisors sold 10,254 Thomson Reuters shares in Q3 2014, an estimated $433K.
  • Bragg Financial Advisors first reported a position in Thomson Reuters in Q2 2013 and held it in 5 quarters.
  • Bragg Financial Advisors's Thomson Reuters position peaked at $450K in Q4 2013.
  • 270 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2014.

Based on Bragg Financial Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.