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Credential Securities’s Thomson Reuters TRI Stock Holding History

Credential Securities’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
Q2 		$2.09M Sell
44,652
-289
-0.6% -$13.3K 0.47% 41
2018
Q1 		$2.01M Sell
44,941
-5,089
-10% -$243K 0.48% 43
2017
Q4 		$2.53M Sell
50,030
-1,076
-2% -$56.3K 0.61% 39
2017
Q3 		$2.72M Sell
51,106
-110
-0.2% -$5.87K 0.73% 37
2017
Q2 		$2.76M Buy
51,216
+1,910
+4% +$97.9K 0.84% 32
2017
Q1 		$2.47M Sell
49,306
-1,745
-3% -$89.1K 0.87% 31
2016
Q4 		$2.59M Sell
51,051
-293
-0.6% -$14.3K 1.03% 28
2016
Q3 		$2.46M Sell
51,344
-1,349
-3% -$65.3K 1.12% 20
2016
Q2 		$2.47M Buy
52,693
+82
+0.2% +$3.91K 1.28% 15
2016
Q1 		$2.47M Buy
52,611
+4,236
+9% +$182K 1.43% 14
2015
Q4 		$2.13M Sell
48,375
-2,364
-5% -$110K 1.39% 15
2015
Q3 		$2.37M Sell
50,739
-1,204
-2% -$54.9K 1.65% 13
2015
Q2 		$2.3M Buy
51,943
+1,662
+3% +$77.8K 1.45% 14
2015
Q1 		$2.36M Sell
50,281
-323
-0.6% -$14.8K 1.54% 15
2014
Q4 		$2.37M Buy
50,604
+1,039
+2% +$46K 1.53% 15
2014
Q3 		$2.07M Buy
49,565
+791
+2% +$34.2K 1.39% 14
2014
Q2 		$2.05M Buy
48,774
+463
+1% +$18.9K 1.36% 13
2014
Q1 		$1.92M Buy
+48,311
New +$1.98M 1.43% 15

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Credential Securities's TRI Position: Q2 2018 in Review

Credential Securities reduced its Thomson Reuters (TRI) stake by 0.64% in Q2 2018, selling an estimated $13.3K and leaving 44,652 shares worth $2.09M. The position accounts for 0.47% of the portfolio, ranked #41.

Credential Securities first reported a position in TRI in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.76M in Q2 2017. 287 funds tracked by Wall St. Rank hold TRI as of Q2 2018.

  • Credential Securities held 44,652 shares of Thomson Reuters worth $2.09M as of Q2 2018.
  • Credential Securities sold 289 Thomson Reuters shares in Q2 2018, an estimated $13.3K.
  • Thomson Reuters made up 0.47% of Credential Securities's portfolio in Q2 2018, its #41 holding.
  • Credential Securities first reported a position in Thomson Reuters in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Thomson Reuters position peaked at $2.76M in Q2 2017.
  • 287 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.