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Inlet Private Wealth’s Thomson Reuters TRI Stock Holding History

Inlet Private Wealth’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
Q2 		– Sell
-3,703
Closed -$231K – 155
2019
Q1 		$231K Sell
3,703
-2,570
-41% -$144K 0.09% 132
2018
Q4 		$319K Buy
+6,273
New +$336K 0.17% 100

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Inlet Private Wealth's TRI Position: Q2 2019 in Review

Inlet Private Wealth sold out of Thomson Reuters (TRI) in Q2 2019, closing a stake of 3,703 shares — an estimated $231K sold.

Inlet Private Wealth first reported a position in TRI in Q4 2018 and held it in 2 quarters. The position peaked at $319K in Q4 2018. 315 funds tracked by Wall St. Rank hold TRI as of Q2 2019.

  • Inlet Private Wealth reported no remaining Thomson Reuters position as of Q2 2019 after selling out during the quarter.
  • Inlet Private Wealth sold 3,703 Thomson Reuters shares in Q2 2019, an estimated $231K.
  • Inlet Private Wealth first reported a position in Thomson Reuters in Q4 2018 and held it in 2 quarters.
  • Inlet Private Wealth's Thomson Reuters position peaked at $319K in Q4 2018.
  • 315 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2019.

Based on Inlet Private Wealth's 13F filing for Q2 2019, filed 22 Jul 2019.