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Independent Portfolio Consultants’s Thomson Reuters TRI Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-11,749
Closed -$597K – 901
2016
Q4 		$597K Buy
11,749
+73
+0.6% +$3.56K 0.2% 192
2016
Q3 		$561K Sell
11,676
-297
-2% -$14.4K 0.18% 212
2016
Q2 		$562K Sell
11,973
-609
-5% -$29K 0.18% 200
2016
Q1 		$591K Buy
12,582
+1,843
+17% +$79.2K 0.17% 187
2015
Q4 		$472K Sell
10,739
-569
-5% -$26.4K 0.14% 204
2015
Q3 		$528K Sell
11,308
-20,023
-64% -$913K 0.11% 236
2015
Q2 		$1.38M Sell
31,331
-6,950
-18% -$326K 0.28% 129
2015
Q1 		$1.8M Sell
38,281
-426
-1% -$19.6K 0.37% 92
2014
Q4 		$1.81M Buy
38,707
+18,173
+89% +$805K 0.36% 95
2014
Q3 		$868K Buy
20,534
+2,917
+17% +$126K 0.23% 106
2014
Q2 		$743K Buy
17,617
+2,171
+14% +$88.8K 0.21% 132
2014
Q1 		$613K Sell
15,446
-2,094
-12% -$85.9K 0.19% 166
2013
Q4 		$770K Buy
17,540
+1,228
+8% +$52.4K 0.27% 107
2013
Q3 		$663K Buy
16,312
+1,357
+9% +$54K 0.27% 124
2013
Q2 		$565K Buy
+14,955
New +$579K 0.25% 142

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Independent Portfolio Consultants's TRI Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Thomson Reuters (TRI) in Q1 2017, closing a stake of 11,749 shares — an estimated $597K sold.

Independent Portfolio Consultants first reported a position in TRI in Q2 2013 and held it in 15 quarters. The position peaked at $1.81M in Q4 2014. 321 funds tracked by Wall St. Rank hold TRI as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Thomson Reuters position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 11,749 Thomson Reuters shares in Q1 2017, an estimated $597K.
  • Independent Portfolio Consultants first reported a position in Thomson Reuters in Q2 2013 and held it in 15 quarters.
  • Independent Portfolio Consultants's Thomson Reuters position peaked at $1.81M in Q4 2014.
  • 321 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.