Financial Architects (New Jersey)’s Thomson Reuters TRI Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-238	Closed	-$15K	–	1464
2019 Q1	$15K	Hold	238	–	–	﹤0.01%	992
2018 Q4	$12K	Buy	238 +16	+7%	+$858	﹤0.01%	961
2018 Q3	$12K	Buy	+222	New	+$11.1K	﹤0.01%	1076
2015 Q1	–	Sell	-147	Closed	-$7K	–	1031
2014 Q4	$7K	Buy	+147	New	+$6.51K	﹤0.01%	759

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Financial Architects (New Jersey)'s TRI Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Thomson Reuters (TRI) in Q2 2019, closing a stake of 238 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in TRI in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q1 2019. 315 funds tracked by Wall St. Rank hold TRI as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Thomson Reuters position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 238 Thomson Reuters shares in Q2 2019, an estimated $15K.
Financial Architects (New Jersey) first reported a position in Thomson Reuters in Q4 2014 and held it in 4 quarters.
Financial Architects (New Jersey)'s Thomson Reuters position peaked at $15K in Q1 2019.
315 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.