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Pathway Financial Advisors’s Thomson Reuters TRI Stock Holding History

Pathway Financial 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
-336
Closed -$16K – 355
2018
Q2 		$16K Hold
336
– – 0.01% 349
2018
Q1 		$15K Hold
336
– – 0.01% 362
2017
Q4 		$17K Buy
+336
New +$17.6K 0.01% 363

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

Pathway Financial Advisors's TRI Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Thomson Reuters (TRI) in Q3 2018, closing a stake of 336 shares — an estimated $16K sold.

Pathway Financial Advisors first reported a position in TRI in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 322 funds tracked by Wall St. Rank hold TRI as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Thomson Reuters position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 336 Thomson Reuters shares in Q3 2018, an estimated $16K.
  • Pathway Financial Advisors first reported a position in Thomson Reuters in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Thomson Reuters position peaked at $17K in Q4 2017.
  • 322 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.