JFG
TRI icon

JMG Financial Group’s Thomson Reuters TRI Stock Holding History

JMG Financial Group’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
2021
Q3 		– Sell
-3,196
Closed -$334K – 86
2021
Q2 		$334K Buy
+3,196
New +$320K 0.02% 69

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

JMG Financial Group's TRI Position: Q3 2021 in Review

JMG Financial Group sold out of Thomson Reuters (TRI) in Q3 2021, closing a stake of 3,196 shares — an estimated $334K sold.

JMG Financial Group first reported a position in TRI in Q2 2021 and held it in 1 quarter. The position peaked at $334K in Q2 2021. 387 funds tracked by Wall St. Rank hold TRI as of Q3 2021.

  • JMG Financial Group reported no remaining Thomson Reuters position as of Q3 2021 after selling out during the quarter.
  • JMG Financial Group sold 3,196 Thomson Reuters shares in Q3 2021, an estimated $334K.
  • JMG Financial Group first reported a position in Thomson Reuters in Q2 2021 and held it in 1 quarter.
  • JMG Financial Group's Thomson Reuters position peaked at $334K in Q2 2021.
  • 387 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2021.

Based on JMG Financial Group's 13F filing for Q3 2021, filed 19 Oct 2021.