LWM
TRI icon

LBA Wealth Management’s Thomson Reuters TRI Stock Holding History

LBA Wealth 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
2017
Q1 		– Sell
-229
Closed -$12K – 472
2016
Q4 		$12K Buy
+229
New +$11.2K 0.01% 312

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBA Wealth Management's TRI Position: Q1 2017 in Review

LBA Wealth Management sold out of Thomson Reuters (TRI) in Q1 2017, closing a stake of 229 shares — an estimated $12K sold.

LBA Wealth Management first reported a position in TRI in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 321 funds tracked by Wall St. Rank hold TRI as of Q1 2017.

  • LBA Wealth Management reported no remaining Thomson Reuters position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 229 Thomson Reuters shares in Q1 2017, an estimated $12K.
  • LBA Wealth Management first reported a position in Thomson Reuters in Q4 2016 and held it in 1 quarter.
  • LBA Wealth Management's Thomson Reuters position peaked at $12K in Q4 2016.
  • 321 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.