IFAM
TRI icon

Institutional & Family Asset Management’s Thomson Reuters TRI Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-625
Closed -$47K – 907
2019
Q4 		$47K Buy
+625
New +$45.5K 0.01% 322

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's TRI Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Thomson Reuters (TRI) in Q1 2020, closing a stake of 625 shares — an estimated $47K sold.

Institutional & Family Asset Management first reported a position in TRI in Q4 2019 and held it in 1 quarter. The position peaked at $47K in Q4 2019. 321 funds tracked by Wall St. Rank hold TRI as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining Thomson Reuters position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 625 Thomson Reuters shares in Q1 2020, an estimated $47K.
  • Institutional & Family Asset Management first reported a position in Thomson Reuters in Q4 2019 and held it in 1 quarter.
  • Institutional & Family Asset Management's Thomson Reuters position peaked at $47K in Q4 2019.
  • 321 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.