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Gideon Capital Advisors’s Thomson Reuters TRI Stock Holding History

Gideon Capital 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
2019
Q1 		– Sell
-4,235
Closed -$216K – 513
2018
Q4 		$216K Buy
+4,235
New +$227K 0.09% 338

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Gideon Capital Advisors's TRI Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Thomson Reuters (TRI) in Q1 2019, closing a stake of 4,235 shares — an estimated $216K sold.

Gideon Capital Advisors first reported a position in TRI in Q4 2018 and held it in 1 quarter. The position peaked at $216K in Q4 2018. 312 funds tracked by Wall St. Rank hold TRI as of Q1 2019.

  • Gideon Capital Advisors reported no remaining Thomson Reuters position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,235 Thomson Reuters shares in Q1 2019, an estimated $216K.
  • Gideon Capital Advisors first reported a position in Thomson Reuters in Q4 2018 and held it in 1 quarter.
  • Gideon Capital Advisors's Thomson Reuters position peaked at $216K in Q4 2018.
  • 312 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.