Mascoma Wealth Management’s Thomson Reuters TRI Stock Holding History

Mascoma Wealth Management’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 Q3	–	Sell	-51	Closed	-$3K	–	308
2019 Q2	$3K	Hold	51	–	–	﹤0.01%	330
2019 Q1	$3K	Buy	+51	New	+$2.85K	﹤0.01%	336

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mascoma Wealth Management's TRI Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Thomson Reuters (TRI) in Q3 2019, closing a stake of 51 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in TRI in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 312 funds tracked by Wall St. Rank hold TRI as of Q3 2019.

Mascoma Wealth Management reported no remaining Thomson Reuters position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 51 Thomson Reuters shares in Q3 2019, an estimated $3K.
Mascoma Wealth Management first reported a position in Thomson Reuters in Q1 2019 and held it in 2 quarters.
Mascoma Wealth Management's Thomson Reuters position peaked at $3K in Q2 2019.
312 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.