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Optimum Investment Advisors’s Thomson Reuters TRI Stock Holding History

Optimum Investment 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
2018
Q3 		– Sell
-819
Closed -$38K – 1085
2018
Q2 		$38K Sell
819
-861
-51% -$39.6K 0.01% 591
2018
Q1 		$75K Buy
+1,680
New +$80.3K 0.02% 456
2015
Q1 		$132K Buy
2,801
+259
+10% +$11.9K 0.04% 342
2014
Q4 		$119K Hold
2,542
– – 0.04% 338
2014
Q3 		$107K Hold
2,542
– – 0.04% 339
2014
Q2 		$107K Hold
2,542
– – 0.03% 334
2014
Q1 		$101K Sell
2,542
-172
-6% -$7.06K 0.04% 298
2013
Q4 		$119K Buy
2,714
+861
+46% +$36.7K 0.04% 277
2013
Q3 		$75K Buy
+1,853
New +$73.7K 0.03% 312

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Optimum Investment Advisors's TRI Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Thomson Reuters (TRI) in Q3 2018, closing a stake of 819 shares — an estimated $38K sold.

Optimum Investment Advisors first reported a position in TRI in Q3 2013 and held it in 9 quarters. The position peaked at $132K in Q1 2015. 322 funds tracked by Wall St. Rank hold TRI as of Q3 2018.

  • Optimum Investment Advisors reported no remaining Thomson Reuters position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 819 Thomson Reuters shares in Q3 2018, an estimated $38K.
  • Optimum Investment Advisors first reported a position in Thomson Reuters in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's Thomson Reuters position peaked at $132K in Q1 2015.
  • 322 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.