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Chicago Partners Investment Group’s Thomson Reuters TRI Stock Holding History

Chicago Partners Investment Group’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
2017
Q4 		– Sell
-151
Closed -$8K – 955
2017
Q3 		$8K Buy
+151
New +$8.06K ﹤0.01% 814

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Chicago Partners Investment Group's TRI Position: Q4 2017 in Review

Chicago Partners Investment Group sold out of Thomson Reuters (TRI) in Q4 2017, closing a stake of 151 shares — an estimated $8K sold.

Chicago Partners Investment Group first reported a position in TRI in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 313 funds tracked by Wall St. Rank hold TRI as of Q4 2017.

  • Chicago Partners Investment Group reported no remaining Thomson Reuters position as of Q4 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 151 Thomson Reuters shares in Q4 2017, an estimated $8K.
  • Chicago Partners Investment Group first reported a position in Thomson Reuters in Q3 2017 and held it in 1 quarter.
  • Chicago Partners Investment Group's Thomson Reuters position peaked at $8K in Q3 2017.
  • 313 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2017.

Based on Chicago Partners Investment Group's 13F filing for Q4 2017, filed 28 Mar 2018.