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Proficio Capital Partners’s Thomson Reuters TRI Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-1,628
Closed -$111K – 1408
2019
Q2 		$111K Buy
1,628
+23
+1% +$1.52K 0.04% 195
2019
Q1 		$100K Hold
1,605
– – 0.04% 200
2018
Q4 		$82K Buy
1,605
+82
+5% +$4.39K 0.04% 196
2018
Q3 		$81K Buy
1,523
+87
+6% +$4.36K 0.03% 240
2018
Q2 		$67K Buy
1,436
+758
+112% +$34.8K 0.03% 276
2018
Q1 		$30K Buy
678
+87
+15% +$4.16K 0.01% 476
2017
Q4 		$30K Sell
591
-802
-58% -$41.9K 0.01% 473
2017
Q3 		$74K Sell
1,393
-367
-21% -$19.6K 0.03% 306
2017
Q2 		$97K Buy
1,760
+493
+39% +$25.3K 0.04% 256
2017
Q1 		$64K Buy
1,267
+852
+205% +$43.5K 0.03% 331
2016
Q4 		$21K Sell
415
-1,049
-72% -$51.2K 0.01% 430
2016
Q3 		$70K Buy
1,464
+433
+42% +$21K 0.04% 214
2016
Q2 		$51K Buy
1,031
+1,015
+6,344% +$48.4K 0.03% 266
2016
Q1 		$1K Sell
16
-38
-70% -$1.63K ﹤0.01% 950
2015
Q4 		$2K Buy
+54
New +$2.51K ﹤0.01% 691

Other funds holding TRI

Royal Bank of Canada
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Proficio Capital Partners's TRI Position: Q3 2019 in Review

Proficio Capital Partners sold out of Thomson Reuters (TRI) in Q3 2019, closing a stake of 1,628 shares — an estimated $111K sold.

Proficio Capital Partners first reported a position in TRI in Q4 2015 and held it in 15 quarters. The position peaked at $111K in Q2 2019. 312 funds tracked by Wall St. Rank hold TRI as of Q3 2019.

  • Proficio Capital Partners reported no remaining Thomson Reuters position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 1,628 Thomson Reuters shares in Q3 2019, an estimated $111K.
  • Proficio Capital Partners first reported a position in Thomson Reuters in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Thomson Reuters position peaked at $111K in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.