Loring Wolcott & Coolidge Fiduciary Advisors’s Thomson Reuters TRI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q1	–	Sell	-474	Closed	-$24K	–	763
2018 Q4	$24K	Hold	474	–	–	﹤0.01%	493
2018 Q3	$25K	Hold	474	–	–	﹤0.01%	480
2018 Q2	$22K	Hold	474	–	–	﹤0.01%	497
2018 Q1	$21K	Hold	474	–	–	﹤0.01%	535
2017 Q4	$24K	Hold	474	–	–	﹤0.01%	499
2017 Q3	$25K	Sell	474 -40	-8%	-$2.13K	﹤0.01%	485
2017 Q2	$27K	Buy	514 +40	+8%	+$2.05K	﹤0.01%	467
2017 Q1	$24K	Hold	474	–	–	﹤0.01%	481
2016 Q4	$24K	Hold	474	–	–	﹤0.01%	457
2016 Q3	$23K	Hold	474	–	–	﹤0.01%	470
2016 Q2	$22K	Hold	474	–	–	﹤0.01%	477
2016 Q1	$22K	Hold	474	–	–	﹤0.01%	475
2015 Q4	$21K	Sell	474 -151	-24%	-$7.02K	﹤0.01%	508
2015 Q3	$28K	Hold	625	–	–	﹤0.01%	474
2015 Q2	$28K	Hold	625	–	–	﹤0.01%	474
2015 Q1	$29K	Hold	625	–	–	﹤0.01%	490
2014 Q4	$29K	Hold	625	–	–	﹤0.01%	480
2014 Q3	$26K	Hold	625	–	–	﹤0.01%	468
2014 Q2	$26K	Hold	625	–	–	﹤0.01%	491
2014 Q1	$25K	Hold	625	–	–	﹤0.01%	475
2013 Q4	$27K	Hold	625	–	–	﹤0.01%	448
2013 Q3	$25K	Hold	625	–	–	﹤0.01%	421
2013 Q2	$24K	Buy	+625	New	+$24.2K	﹤0.01%	459

Other funds holding TRI

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Loring Wolcott & Coolidge Fiduciary Advisors's TRI Position: Q1 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Thomson Reuters (TRI) in Q1 2019, closing a stake of 474 shares — an estimated $24K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TRI in Q2 2013 and held it in 23 quarters. The position peaked at $29K in Q1 2015. 312 funds tracked by Wall St. Rank hold TRI as of Q1 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Thomson Reuters position as of Q1 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 474 Thomson Reuters shares in Q1 2019, an estimated $24K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Thomson Reuters in Q2 2013 and held it in 23 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Thomson Reuters position peaked at $29K in Q1 2015.
312 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.