Northwest Wealth Management’s Thomson Reuters TRI Stock Holding History

Northwest 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 Q2	–	Sell	-100	Closed	-$6K	–	435
2019 Q1	$6K	Buy	100 +1	+1%	+$56	﹤0.01%	396
2018 Q4	$5K	Hold	99	–	–	﹤0.01%	398
2018 Q3	$5K	Buy	99 +1	+1%	+$50	﹤0.01%	427
2018 Q2	$5K	Buy	98 +1	+1%	+$46	﹤0.01%	417
2018 Q1	$4K	Buy	+97	New	+$4.64K	﹤0.01%	448

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Northwest Wealth Management's TRI Position: Q2 2019 in Review

Northwest Wealth Management sold out of Thomson Reuters (TRI) in Q2 2019, closing a stake of 100 shares — an estimated $6K sold.

Northwest Wealth Management first reported a position in TRI in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 315 funds tracked by Wall St. Rank hold TRI as of Q2 2019.

Northwest Wealth Management reported no remaining Thomson Reuters position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 100 Thomson Reuters shares in Q2 2019, an estimated $6K.
Northwest Wealth Management first reported a position in Thomson Reuters in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Thomson Reuters position peaked at $6K in Q1 2019.
315 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.