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Rational Advisors’s Thomson Reuters TRI Stock Holding History

Rational 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
2013
Q4 		$306K Sell
6,980
-58,595
-89% -$2.5M 0.03% 417
2013
Q3 		$2.66M Buy
65,575
+4,912
+8% +$195K 0.2% 154
2013
Q2 		$2.29M Buy
+60,663
New +$2.35M 0.19% 181

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Rational Advisors's TRI Position: Q4 2013 in Review

Rational Advisors reduced its Thomson Reuters (TRI) stake by 89% in Q4 2013, selling an estimated $2.5M and leaving 6,980 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #417.

Rational Advisors first reported a position in TRI in Q2 2013 and has held it in 3 quarters since. The position peaked at $2.66M in Q3 2013. 273 funds tracked by Wall St. Rank hold TRI as of Q4 2013.

  • Rational Advisors held 6,980 shares of Thomson Reuters worth $306K as of Q4 2013.
  • Rational Advisors sold 58,595 Thomson Reuters shares in Q4 2013, an estimated $2.5M.
  • Thomson Reuters made up 0.03% of Rational Advisors's portfolio in Q4 2013, its #417 holding.
  • Rational Advisors first reported a position in Thomson Reuters in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Thomson Reuters position peaked at $2.66M in Q3 2013.
  • 273 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.