Lowe Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Lowe Wealth 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
2015 Q3	–	Sell	-86	Closed	-$4K	–	244
2015 Q2	$4K	Hold	86	–	–	﹤0.01%	169
2015 Q1	$4K	Buy	+86	New	+$3.95K	﹤0.01%	171

Other funds holding TRI

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

JFL

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

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

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

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

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

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

LBA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lowe Wealth Advisors's TRI Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of Thomson Reuters (TRI) in Q3 2015, closing a stake of 86 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in TRI in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2015. 300 funds tracked by Wall St. Rank hold TRI as of Q3 2015.

Lowe Wealth Advisors reported no remaining Thomson Reuters position as of Q3 2015 after selling out during the quarter.
Lowe Wealth Advisors sold 86 Thomson Reuters shares in Q3 2015, an estimated $4K.
Lowe Wealth Advisors first reported a position in Thomson Reuters in Q1 2015 and held it in 2 quarters.
Lowe Wealth Advisors's Thomson Reuters position peaked at $4K in Q2 2015.
300 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.