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Daiwa SB Investments’s Thomson Reuters TRI Stock Holding History

Daiwa SB Investments’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
Q3 		– Sell
-3,007
Closed -$141K – 263
2018
Q2 		$141K Buy
3,007
+887
+42% +$40.8K 0.03% 156
2018
Q1 		$95K Sell
2,120
-353
-14% -$16.9K 0.03% 157
2017
Q4 		$125K Hold
2,473
– – 0.03% 158
2017
Q3 		$132K Buy
2,473
+526
+27% +$28.1K 0.04% 151
2017
Q2 		$105K Sell
1,947
-311
-14% -$15.9K 0.03% 158
2017
Q1 		$113K Sell
2,258
-224
-9% -$11.4K 0.03% 163
2016
Q4 		$126K Sell
2,482
-103
-4% -$5.03K 0.03% 152
2016
Q3 		$124K Sell
2,585
-431
-14% -$20.9K 0.03% 154
2016
Q2 		$182K Buy
+3,016
New +$144K 0.05% 105

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Daiwa SB Investments's TRI Position: Q3 2018 in Review

Daiwa SB Investments sold out of Thomson Reuters (TRI) in Q3 2018, closing a stake of 3,007 shares — an estimated $141K sold.

Daiwa SB Investments first reported a position in TRI in Q2 2016 and held it in 9 quarters. The position peaked at $182K in Q2 2016. 322 funds tracked by Wall St. Rank hold TRI as of Q3 2018.

  • Daiwa SB Investments reported no remaining Thomson Reuters position as of Q3 2018 after selling out during the quarter.
  • Daiwa SB Investments sold 3,007 Thomson Reuters shares in Q3 2018, an estimated $141K.
  • Daiwa SB Investments first reported a position in Thomson Reuters in Q2 2016 and held it in 9 quarters.
  • Daiwa SB Investments's Thomson Reuters position peaked at $182K in Q2 2016.
  • 322 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2018.

Based on Daiwa SB Investments's 13F filing for Q3 2018, filed 10 Oct 2018.