Financial Engines Advisors
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Financial Engines Advisors’s Thomson Reuters TRI Stock Holding History

Financial Engines Advisors’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
2016
Q3 		– Sell
-12,592
Closed -$591K – 59
2016
Q2 		$591K Buy
12,592
+1,791
+17% +$85.3K 0.5% 30
2016
Q1 		$507K Sell
10,801
-872
-7% -$37.5K 0.42% 34
2015
Q4 		$513K Sell
11,673
-1,141
-9% -$53K 0.41% 37
2015
Q3 		$599K Sell
12,814
-3,222
-20% -$147K 0.42% 31
2015
Q2 		$708K Buy
16,036
+2,752
+21% +$129K 0.42% 34
2015
Q1 		$622K Sell
13,284
-638
-5% -$29.3K 0.53% 33
2014
Q4 		$652K Sell
13,922
-4,333
-24% -$192K 0.56% 34
2014
Q3 		$771K Sell
18,255
-1,637
-8% -$70.8K 0.59% 33
2014
Q2 		$839K Sell
19,892
-2,973
-13% -$122K 0.72% 31
2014
Q1 		$907K Buy
22,865
+341
+2% +$14K 0.74% 29
2013
Q4 		$989K Sell
22,524
-8,464
-27% -$361K 0.82% 29
2013
Q3 		$1.26M Buy
30,988
+10,623
+52% +$422K 1.05% 24
2013
Q2 		$770K Buy
+20,365
New +$788K 0.66% 27

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Financial Engines Advisors's TRI Position: Q3 2016 in Review

Financial Engines Advisors sold out of Thomson Reuters (TRI) in Q3 2016, closing a stake of 12,592 shares — an estimated $591K sold.

Financial Engines Advisors first reported a position in TRI in Q2 2013 and held it in 13 quarters. The position peaked at $1.26M in Q3 2013. 296 funds tracked by Wall St. Rank hold TRI as of Q3 2016.

  • Financial Engines Advisors reported no remaining Thomson Reuters position as of Q3 2016 after selling out during the quarter.
  • Financial Engines Advisors sold 12,592 Thomson Reuters shares in Q3 2016, an estimated $591K.
  • Financial Engines Advisors first reported a position in Thomson Reuters in Q2 2013 and held it in 13 quarters.
  • Financial Engines Advisors's Thomson Reuters position peaked at $1.26M in Q3 2013.
  • 296 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2016.

Based on Financial Engines Advisors's 13F filing for Q3 2016, filed 8 Nov 2016.