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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 – 1108
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 $528B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 $298B AUM 21.96% 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 $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return