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Simon Quick Advisors’s Thomson Reuters TRI Stock Holding History

Simon Quick 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
2019
Q3 		– Sell
-26
Closed -$1.74K – 520
2019
Q2 		$1.74K Buy
+26
New +$1.72K ﹤0.01% 374

Other funds holding TRI

Royal Bank of Canada
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simon Quick Advisors's TRI Position: Q3 2019 in Review

Simon Quick Advisors sold out of Thomson Reuters (TRI) in Q3 2019, closing a stake of 26 shares — an estimated $1.74K sold.

Simon Quick Advisors first reported a position in TRI in Q2 2019 and held it in 1 quarter. The position peaked at $1.74K in Q2 2019. 312 funds tracked by Wall St. Rank hold TRI as of Q3 2019.

  • Simon Quick Advisors reported no remaining Thomson Reuters position as of Q3 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 26 Thomson Reuters shares in Q3 2019, an estimated $1.74K.
  • Simon Quick Advisors first reported a position in Thomson Reuters in Q2 2019 and held it in 1 quarter.
  • Simon Quick Advisors's Thomson Reuters position peaked at $1.74K in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2019.

Based on Simon Quick Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.