Leuthold Group’s Thomson Reuters TRI Stock Holding History

Leuthold 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
2017 Q2	–	Sell	-20,212	Closed	-$1.01M	–	233
2017 Q1	$1.01M	Sell	20,212 -1,604	-7%	-$81.9K	0.11%	154
2016 Q4	$1.11M	Sell	21,816 -9,281	-30%	-$453K	0.12%	152
2016 Q3	$1.49M	Buy	+31,097	New	+$1.51M	0.16%	151

Other funds holding TRI

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JFL

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Leuthold Group's TRI Position: Q2 2017 in Review

Leuthold Group sold out of Thomson Reuters (TRI) in Q2 2017, closing a stake of 20,212 shares — an estimated $1.01M sold.

Leuthold Group first reported a position in TRI in Q3 2016 and held it in 3 quarters. The position peaked at $1.49M in Q3 2016. 311 funds tracked by Wall St. Rank hold TRI as of Q2 2017.

Leuthold Group reported no remaining Thomson Reuters position as of Q2 2017 after selling out during the quarter.
Leuthold Group sold 20,212 Thomson Reuters shares in Q2 2017, an estimated $1.01M.
Leuthold Group first reported a position in Thomson Reuters in Q3 2016 and held it in 3 quarters.
Leuthold Group's Thomson Reuters position peaked at $1.49M in Q3 2016.
311 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2017.

Based on Leuthold Group's 13F filing for Q2 2017, filed 14 Aug 2017.