EWM
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EPG Wealth Management’s Thomson Reuters TRI Stock Holding History

EPG Wealth 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
Q2 		– Sell
-28
Closed -$2K – 704
2020
Q1 		$2K Hold
28
– – ﹤0.01% 706
2019
Q4 		$2K Buy
+28
New +$2.04K ﹤0.01% 621

Other funds holding TRI

Royal Bank of Canada
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EPG Wealth Management's TRI Position: Q2 2020 in Review

EPG Wealth Management sold out of Thomson Reuters (TRI) in Q2 2020, closing a stake of 28 shares — an estimated $2K sold.

EPG Wealth Management first reported a position in TRI in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 325 funds tracked by Wall St. Rank hold TRI as of Q2 2020.

  • EPG Wealth Management reported no remaining Thomson Reuters position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 28 Thomson Reuters shares in Q2 2020, an estimated $2K.
  • EPG Wealth Management first reported a position in Thomson Reuters in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Thomson Reuters position peaked at $2K in Q1 2020.
  • 325 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.