Heritage Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Heritage Wealth 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	-68	Closed	-$3K	–	462
2018 Q4	$3K	Sell	68 -1	-1%	-$54	﹤0.01%	353
2018 Q3	$3K	Buy	+69	New	+$3.45K	﹤0.01%	348

Other funds holding TRI

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Heritage Wealth Advisors's TRI Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2019, closing a stake of 68 shares — an estimated $3K sold.

Heritage Wealth Advisors first reported a position in TRI in Q3 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2018. 312 funds tracked by Wall St. Rank hold TRI as of Q1 2019.

Heritage Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 68 Thomson Reuters shares in Q1 2019, an estimated $3K.
Heritage Wealth Advisors first reported a position in Thomson Reuters in Q3 2018 and held it in 2 quarters.
Heritage Wealth Advisors's Thomson Reuters position peaked at $3K in Q4 2018.
312 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.