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

JFL

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shine Investment Advisory Services's TRI Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of Thomson Reuters (TRI) in Q4 2019, closing a stake of 1,017 shares — an estimated $72K sold.

Shine Investment Advisory Services first reported a position in TRI in Q2 2017 and held it in 9 quarters. The position peaked at $276K in Q2 2019. 326 funds tracked by Wall St. Rank hold TRI as of Q4 2019.

Shine Investment Advisory Services reported no remaining Thomson Reuters position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 1,017 Thomson Reuters shares in Q4 2019, an estimated $72K.
Shine Investment Advisory Services first reported a position in Thomson Reuters in Q2 2017 and held it in 9 quarters.
Shine Investment Advisory Services's Thomson Reuters position peaked at $276K in Q2 2019.
326 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.