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Focused Wealth Management’s Thomson Reuters TRI Stock Holding History

Focused 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
2015
Q3 		– Sell
-112
Closed -$5K – 722
2015
Q2 		$5K Hold
112
– – ﹤0.01% 508
2015
Q1 		$5K Buy
+112
New +$5.14K ﹤0.01% 530

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focused Wealth Management's TRI Position: Q3 2015 in Review

Focused Wealth Management sold out of Thomson Reuters (TRI) in Q3 2015, closing a stake of 112 shares — an estimated $5K sold.

Focused Wealth Management first reported a position in TRI in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 300 funds tracked by Wall St. Rank hold TRI as of Q3 2015.

  • Focused Wealth Management reported no remaining Thomson Reuters position as of Q3 2015 after selling out during the quarter.
  • Focused Wealth Management sold 112 Thomson Reuters shares in Q3 2015, an estimated $5K.
  • Focused Wealth Management first reported a position in Thomson Reuters in Q1 2015 and held it in 2 quarters.
  • Focused Wealth Management's Thomson Reuters position peaked at $5K in Q2 2015.
  • 300 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2015.

Based on Focused Wealth Management's 13F filing for Q3 2015, filed 10 Nov 2015.