DC Investments Management’s Thomson Reuters TRI Stock Holding History

DC Investments Management’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
2020 Q3	–	Sell	-4,368	Closed	-$313K	–	277
2020 Q2	$313K	Sell	4,368 -1,119	-20%	-$80.9K	0.12%	188
2020 Q1	$392K	Buy	5,487 +2,677	+95%	+$209K	0.32%	119
2019 Q4	$212K	Sell	2,810 -1,883	-40%	-$137K	0.16%	225
2019 Q3	$331K	Sell	4,693 -1,180	-20%	-$83.8K	0.19%	229
2019 Q2	$399K	Buy	5,873 +1,934	+49%	+$128K	0.22%	193
2019 Q1	$246K	Hold	3,939	–	–	0.16%	227
2018 Q4	$200K	Buy	+3,939	New	+$211K	0.16%	227
2018 Q2	–	Sell	-7,642	Closed	-$343K	–	393
2018 Q1	$343K	Hold	7,642	–	–	0.23%	146
2017 Q4	$387K	Buy	+7,642	New	+$400K	0.16%	169

Other funds holding TRI

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JFL

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DC Investments Management's TRI Position: Q3 2020 in Review

DC Investments Management sold out of Thomson Reuters (TRI) in Q3 2020, closing a stake of 4,368 shares — an estimated $313K sold.

DC Investments Management first reported a position in TRI in Q4 2017 and held it in 9 quarters. The position peaked at $399K in Q2 2019. 320 funds tracked by Wall St. Rank hold TRI as of Q3 2020.

DC Investments Management reported no remaining Thomson Reuters position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 4,368 Thomson Reuters shares in Q3 2020, an estimated $313K.
DC Investments Management first reported a position in Thomson Reuters in Q4 2017 and held it in 9 quarters.
DC Investments Management's Thomson Reuters position peaked at $399K in Q2 2019.
320 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.