CSat Investment Advisory’s Thomson Reuters TRI Stock Holding History

CSat Investment Advisory’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
2019 Q1	–	Sell	-34,277	Closed	-$1.75M	–	556
2018 Q4	$1.75M	Sell	34,277 -1,938	-5%	-$104K	1.04%	20
2018 Q3	$1.92M	Sell	36,215 -3,439	-9%	-$172K	1.09%	22
2018 Q2	$1.85M	Buy	+39,654	New	+$1.82M	0.99%	24

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

CSat Investment Advisory's TRI Position: Q1 2019 in Review

CSat Investment Advisory sold out of Thomson Reuters (TRI) in Q1 2019, closing a stake of 34,277 shares — an estimated $1.75M sold.

CSat Investment Advisory first reported a position in TRI in Q2 2018 and held it in 3 quarters. The position peaked at $1.92M in Q3 2018. 312 funds tracked by Wall St. Rank hold TRI as of Q1 2019.

CSat Investment Advisory reported no remaining Thomson Reuters position as of Q1 2019 after selling out during the quarter.
CSat Investment Advisory sold 34,277 Thomson Reuters shares in Q1 2019, an estimated $1.75M.
CSat Investment Advisory first reported a position in Thomson Reuters in Q2 2018 and held it in 3 quarters.
CSat Investment Advisory's Thomson Reuters position peaked at $1.92M in Q3 2018.
312 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2019.

Based on CSat Investment Advisory's 13F filing for Q1 2019, filed 13 May 2019.