Shine Investment Advisory Services’s Thomson Reuters TRI Stock Holding History

Shine Investment Advisory 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
2019 Q4	–	Sell	-1,017	Closed	-$72K	–	770
2019 Q3	$72K	Sell	1,017 -3,053	-75%	-$217K	0.03%	237
2019 Q2	$276K	Buy	4,070 +650	+19%	+$43K	0.13%	93
2019 Q1	$213K	Hold	3,420	–	–	0.1%	113
2018 Q4	$174K	Sell	3,420 -949	-22%	-$50.9K	0.09%	115
2018 Q3	$232K	Hold	4,369	–	–	0.12%	96
2018 Q2	$204K	Buy	4,369 +2,534	+138%	+$116K	0.1%	103
2018 Q1	$82K	Hold	1,835	–	–	0.04%	204
2017 Q4	$93K	Buy	+1,835	New	+$96K	0.05%	184
2017 Q3	–	Sell	-1,835	Closed	-$99K	–	685
2017 Q2	$99K	Buy	+1,835	New	+$94K	0.05%	155

Other funds holding TRI

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return