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Smith Group Asset Management’s Thomson Reuters TRI Stock Holding History

Smith Group Asset Management’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
2014
Q1 		– Sell
-30
Closed -$1K – 426
2013
Q4 		$1K Buy
+30
New +$1.28K ﹤0.01% 386

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Smith Group Asset Management's TRI Position: Q1 2014 in Review

Smith Group Asset Management sold out of Thomson Reuters (TRI) in Q1 2014, closing a stake of 30 shares — an estimated $1K sold.

Smith Group Asset Management first reported a position in TRI in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 275 funds tracked by Wall St. Rank hold TRI as of Q1 2014.

  • Smith Group Asset Management reported no remaining Thomson Reuters position as of Q1 2014 after selling out during the quarter.
  • Smith Group Asset Management sold 30 Thomson Reuters shares in Q1 2014, an estimated $1K.
  • Smith Group Asset Management first reported a position in Thomson Reuters in Q4 2013 and held it in 1 quarter.
  • Smith Group Asset Management's Thomson Reuters position peaked at $1K in Q4 2013.
  • 275 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2014.

Based on Smith Group Asset Management's 13F filing for Q1 2014, filed 23 Apr 2014.