Financial Engines Advisors’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-14,613
| Closed | -$591K | – | 59 |
|
|
2016
Q2 | $591K | Buy |
14,613
+2,078
| +17% | +$84K | 0.5% | 30 |
|
|
2016
Q1 | $507K | Sell |
12,535
-1,012
| -7% | -$40.9K | 0.42% | 34 |
|
|
2015
Q4 | $513K | Sell |
13,547
-1,324
| -9% | -$50.1K | 0.41% | 37 |
|
|
2015
Q3 | $599K | Sell |
14,871
-3,739
| -20% | -$151K | 0.42% | 31 |
|
|
2015
Q2 | $708K | Buy |
18,610
+3,194
| +21% | +$122K | 0.42% | 34 |
|
|
2015
Q1 | $622K | Sell |
15,416
-741
| -5% | -$29.9K | 0.53% | 33 |
|
|
2014
Q4 | $652K | Sell |
16,157
-5,028
| -24% | -$203K | 0.56% | 34 |
|
|
2014
Q3 | $771K | Sell |
21,185
-1,900
| -8% | -$69.1K | 0.59% | 33 |
|
|
2014
Q2 | $839K | Sell |
23,085
-3,450
| -13% | -$125K | 0.72% | 31 |
|
|
2014
Q1 | $907K | Buy |
26,535
+396
| +2% | +$13.5K | 0.74% | 29 |
|
|
2013
Q4 | $989K | Sell |
26,139
-9,823
| -27% | -$372K | 0.82% | 29 |
|
|
2013
Q3 | $1.26M | Buy |
35,962
+12,328
| +52% | +$432K | 1.05% | 24 |
|
|
2013
Q2 | $770K | Buy |
+23,634
| New | +$770K | 0.66% | 27 |
|