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Rockefeller Financial Services’s Thomson Reuters TRI Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$13K Hold
265
– – ﹤0.01% 490
2017
Q3 		$14K Buy
+265
New +$14.1K ﹤0.01% 495

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rockefeller Financial Services's TRI Position: Q4 2017 in Review

Rockefeller Financial Services held its Thomson Reuters (TRI) position steady in Q4 2017 at 265 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Rockefeller Financial Services first reported a position in TRI in Q3 2017 and has held it in 2 quarters since. The position peaked at $14K in Q3 2017. 313 funds tracked by Wall St. Rank hold TRI as of Q4 2017.

  • Rockefeller Financial Services held 265 shares of Thomson Reuters worth $13K as of Q4 2017.
  • Rockefeller Financial Services left its Thomson Reuters share count unchanged in Q4 2017.
  • Thomson Reuters made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #490 holding.
  • Rockefeller Financial Services first reported a position in Thomson Reuters in Q3 2017 and has held it in 2 quarters since.
  • Rockefeller Financial Services's Thomson Reuters position peaked at $14K in Q3 2017.
  • 313 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.