Reilly Financial Advisors’s Thomson Reuters TRI Stock Holding History

Reilly 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
2016 Q3	–	Sell	-110	Closed	-$5K	–	887
2016 Q2	$5K	Buy	+110	New	+$5.24K	﹤0.01%	606

Other funds holding TRI

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JFL

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

IGIM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LBA

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Reilly Financial Advisors's TRI Position: Q3 2016 in Review

Reilly Financial Advisors sold out of Thomson Reuters (TRI) in Q3 2016, closing a stake of 110 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in TRI in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 298 funds tracked by Wall St. Rank hold TRI as of Q3 2016.

Reilly Financial Advisors reported no remaining Thomson Reuters position as of Q3 2016 after selling out during the quarter.
Reilly Financial Advisors sold 110 Thomson Reuters shares in Q3 2016, an estimated $5K.
Reilly Financial Advisors first reported a position in Thomson Reuters in Q2 2016 and held it in 1 quarter.
Reilly Financial Advisors's Thomson Reuters position peaked at $5K in Q2 2016.
298 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.