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Fortis Capital Management’s Thomson Reuters TRI Stock Holding History

Fortis Capital 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
2020
Q3 		– Sell
-24,676
Closed -$1.77M – 100
2020
Q2 		$1.77M Buy
+24,676
New +$1.78M 1.99% 27

Other funds holding TRI

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Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fortis Capital Management's TRI Position: Q3 2020 in Review

Fortis Capital Management sold out of Thomson Reuters (TRI) in Q3 2020, closing a stake of 24,676 shares — an estimated $1.77M sold.

Fortis Capital Management first reported a position in TRI in Q2 2020 and held it in 1 quarter. The position peaked at $1.77M in Q2 2020. 320 funds tracked by Wall St. Rank hold TRI as of Q3 2020.

  • Fortis Capital Management reported no remaining Thomson Reuters position as of Q3 2020 after selling out during the quarter.
  • Fortis Capital Management sold 24,676 Thomson Reuters shares in Q3 2020, an estimated $1.77M.
  • Fortis Capital Management first reported a position in Thomson Reuters in Q2 2020 and held it in 1 quarter.
  • Fortis Capital Management's Thomson Reuters position peaked at $1.77M in Q2 2020.
  • 320 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2020.

Based on Fortis Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.