Legacy Financial Advisors’s Thomson Reuters TRI Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-70	Closed	-$4K	–	834
2019 Q1	$4K	Hold	70	–	–	﹤0.01%	827
2018 Q4	$4K	Sell	70 -158	-69%	-$8.47K	﹤0.01%	784
2018 Q3	$12K	Hold	228	–	–	﹤0.01%	480
2018 Q2	$11K	Hold	228	–	–	﹤0.01%	504
2018 Q1	$10K	Hold	228	–	–	﹤0.01%	483
2017 Q4	$11K	Buy	+228	New	+$11.9K	﹤0.01%	453

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Financial Advisors's TRI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Thomson Reuters (TRI) in Q2 2019, closing a stake of 70 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in TRI in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q3 2018. 315 funds tracked by Wall St. Rank hold TRI as of Q2 2019.

Legacy Financial Advisors reported no remaining Thomson Reuters position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 70 Thomson Reuters shares in Q2 2019, an estimated $4K.
Legacy Financial Advisors first reported a position in Thomson Reuters in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Thomson Reuters position peaked at $12K in Q3 2018.
315 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.