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Johnson Financial Group Inc (Wisconsin)’s Thomson Reuters TRI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2014
Q2 		– Sell
-5,019
Closed -$199K – 725
2014
Q1 		$199K Sell
5,019
-280
-5% -$11.5K 0.06% 208
2013
Q4 		$233K Hold
5,299
– – 0.07% 195
2013
Q3 		$215K Buy
+5,299
New +$211K 0.07% 198

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JFL
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Franklin Resources
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s TRI Position: Q2 2014 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Thomson Reuters (TRI) in Q2 2014, closing a stake of 5,019 shares — an estimated $199K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TRI in Q3 2013 and held it in 3 quarters. The position peaked at $233K in Q4 2013. 274 funds tracked by Wall St. Rank hold TRI as of Q2 2014.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Thomson Reuters position as of Q2 2014 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 5,019 Thomson Reuters shares in Q2 2014, an estimated $199K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Thomson Reuters in Q3 2013 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Thomson Reuters position peaked at $233K in Q4 2013.
  • 274 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2014.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2014, filed 6 Aug 2014.