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First Personal Financial Services’s Thomson Reuters TRI Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-40
Closed -$2K – 832
2016
Q1 		$2K Buy
+40
New +$1.72K ﹤0.01% 306

Other funds holding TRI

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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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

First Personal Financial Services's TRI Position: Q2 2016 in Review

First Personal Financial Services sold out of Thomson Reuters (TRI) in Q2 2016, closing a stake of 40 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in TRI in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 304 funds tracked by Wall St. Rank hold TRI as of Q2 2016.

  • First Personal Financial Services reported no remaining Thomson Reuters position as of Q2 2016 after selling out during the quarter.
  • First Personal Financial Services sold 40 Thomson Reuters shares in Q2 2016, an estimated $2K.
  • First Personal Financial Services first reported a position in Thomson Reuters in Q1 2016 and held it in 1 quarter.
  • First Personal Financial Services's Thomson Reuters position peaked at $2K in Q1 2016.
  • 304 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2016.

Based on First Personal Financial Services's 13F filing for Q2 2016, filed 9 Aug 2016.