Ropes Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-65	Closed	-$3K	–	520
2015 Q4	$3K	Buy	+65	New	+$3.02K	﹤0.01%	386

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JFL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

IGIM

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Ropes Wealth Advisors's TRI Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2016, closing a stake of 65 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in TRI in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 297 funds tracked by Wall St. Rank hold TRI as of Q1 2016.

Ropes Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2016 after selling out during the quarter.
Ropes Wealth Advisors sold 65 Thomson Reuters shares in Q1 2016, an estimated $3K.
Ropes Wealth Advisors first reported a position in Thomson Reuters in Q4 2015 and held it in 1 quarter.
Ropes Wealth Advisors's Thomson Reuters position peaked at $3K in Q4 2015.
297 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2016.

Based on Ropes Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.