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Lourd Capital’s Thomson Reuters TRI Stock Holding History

Lourd Capital’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
-3,992
Closed -$203K – 279
2018
Q4 		$203K Buy
+3,992
New +$214K 0.02% 283
2018
Q1 		– Sell
-5,218
Closed -$264K – 313
2017
Q4 		$264K Buy
+5,218
New +$273K 0.02% 264

Other funds holding TRI

Royal Bank of Canada
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Lourd Capital's TRI Position: Q1 2019 in Review

Lourd Capital sold out of Thomson Reuters (TRI) in Q1 2019, closing a stake of 3,992 shares — an estimated $203K sold.

Lourd Capital first reported a position in TRI in Q4 2017 and held it in 2 quarters. The position peaked at $264K in Q4 2017. 312 funds tracked by Wall St. Rank hold TRI as of Q1 2019.

  • Lourd Capital reported no remaining Thomson Reuters position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 3,992 Thomson Reuters shares in Q1 2019, an estimated $203K.
  • Lourd Capital first reported a position in Thomson Reuters in Q4 2017 and held it in 2 quarters.
  • Lourd Capital's Thomson Reuters position peaked at $264K in Q4 2017.
  • 312 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.