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Ladenburg Thalmann Financial Services’s Thomson Reuters TRI Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$592K Buy
7,856
+2,962
+61% +$216K ﹤0.01% 1672
2019
Q3 		$345K Buy
4,894
+631
+15% +$44.8K ﹤0.01% 2054
2019
Q2 		$290K Sell
4,263
-394
-8% -$26.1K ﹤0.01% 2176
2019
Q1 		$291K Buy
4,657
+419
+10% +$23.4K ﹤0.01% 2115
2018
Q4 		$216K Sell
4,238
-230
-5% -$12.3K ﹤0.01% 2188
2018
Q3 		$237K Sell
4,468
-132
-3% -$6.61K ﹤0.01% 2177
2018
Q2 		$206K Hold
4,600
– – ﹤0.01% 2211
2018
Q1 		$206K Buy
4,600
+1,325
+40% +$63.3K ﹤0.01% 2211
2017
Q4 		$166K Buy
3,275
+492
+18% +$25.7K ﹤0.01% 2342
2017
Q3 		$148K Sell
2,783
-265
-9% -$14.1K ﹤0.01% 2324
2017
Q2 		$164K Buy
3,048
+96
+3% +$4.92K ﹤0.01% 2166
2017
Q1 		$148K Sell
2,952
-302
-9% -$15.4K ﹤0.01% 2130
2016
Q4 		$165K Buy
3,254
+291
+10% +$14.2K ﹤0.01% 1959
2016
Q3 		$142K Sell
2,963
-511
-15% -$24.7K ﹤0.01% 1990
2016
Q2 		$162K Buy
3,474
+252
+8% +$12K ﹤0.01% 1814
2016
Q1 		$152K Buy
3,222
+870
+37% +$37.4K ﹤0.01% 1792
2015
Q4 		$103K Buy
2,352
+187
+9% +$8.69K ﹤0.01% 2039
2015
Q3 		$101K Buy
2,165
+681
+46% +$31.1K ﹤0.01% 1979
2015
Q2 		$65K Sell
1,484
-108
-7% -$5.06K ﹤0.01% 2404
2015
Q1 		$75K Buy
1,592
+5
+0.3% +$230 ﹤0.01% 2272
2014
Q4 		$74K Buy
1,587
+459
+41% +$20.3K ﹤0.01% 2097
2014
Q3 		$48K Sell
1,128
-47
-4% -$2.03K ﹤0.01% 2052
2014
Q2 		$50K Buy
1,175
+222
+23% +$9.08K ﹤0.01% 2048
2014
Q1 		$38K Buy
953
+107
+13% +$4.39K ﹤0.01% 2149
2013
Q4 		$37K Buy
846
+189
+29% +$8.06K ﹤0.01% 2128
2013
Q3 		$27K Buy
657
+130
+25% +$5.17K ﹤0.01% 2248
2013
Q2 		$20K Buy
+527
New +$20.4K ﹤0.01% 2351

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TRI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Thomson Reuters (TRI) stake by 61% in Q4 2019, buying an estimated $216K and bringing the position to 7,856 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Ladenburg Thalmann Financial Services first reported a position in TRI in Q2 2013 and has held it in 27 quarters since. 326 funds tracked by Wall St. Rank hold TRI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 7,856 shares of Thomson Reuters worth $592K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 2,962 Thomson Reuters shares in Q4 2019, an estimated $216K.
  • Thomson Reuters made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1672 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Thomson Reuters in Q2 2013 and has held it in 27 quarters since.
  • 326 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.