Peloton Wealth Strategists’s Thomson Reuters TRI Stock Holding History

Peloton Wealth Strategists’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
2015 Q1	–	Sell	-51,271	Closed	-$2.4M	–	77
2014 Q4	$2.4M	Sell	51,271 -129	-0.3%	-$5.71K	1.82%	19
2014 Q3	$2.17M	Buy	+51,400	New	+$2.22M	1.71%	23
2014 Q2	–	Sell	-51,659	Closed	-$2.05M	–	94
2014 Q1	$2.05M	Buy	51,659 +173	+0.3%	+$7.1K	1.68%	23
2013 Q4	$2.26M	Sell	51,486 -3,533	-6%	-$151K	1.83%	21
2013 Q3	$2.23M	Hold	55,019	–	–	1.87%	22
2013 Q2	$2.08M	Buy	+55,019	New	+$2.13M	1.87%	22

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Peloton Wealth Strategists's TRI Position: Q1 2015 in Review

Peloton Wealth Strategists sold out of Thomson Reuters (TRI) in Q1 2015, closing a stake of 51,271 shares — an estimated $2.4M sold.

Peloton Wealth Strategists first reported a position in TRI in Q2 2013 and held it in 6 quarters. The position peaked at $2.4M in Q4 2014. 293 funds tracked by Wall St. Rank hold TRI as of Q1 2015.

Peloton Wealth Strategists reported no remaining Thomson Reuters position as of Q1 2015 after selling out during the quarter.
Peloton Wealth Strategists sold 51,271 Thomson Reuters shares in Q1 2015, an estimated $2.4M.
Peloton Wealth Strategists first reported a position in Thomson Reuters in Q2 2013 and held it in 6 quarters.
Peloton Wealth Strategists's Thomson Reuters position peaked at $2.4M in Q4 2014.
293 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2015.

Based on Peloton Wealth Strategists's 13F filing for Q1 2015, filed 15 May 2015.