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Squar Milner Financial Services’s Thomson Reuters TRI Stock Holding History

Squar Milner Financial 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
2020
Q2 		– Sell
-363
Closed -$25K – 675
2020
Q1 		$25K Buy
363
+156
+75% +$12.2K 0.02% 435
2019
Q4 		$15K Buy
+207
New +$15.1K 0.01% 553

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFL
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's TRI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Thomson Reuters (TRI) in Q2 2020, closing a stake of 363 shares — an estimated $25K sold.

Squar Milner Financial Services first reported a position in TRI in Q4 2019 and held it in 2 quarters. The position peaked at $25K in Q1 2020. 325 funds tracked by Wall St. Rank hold TRI as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Thomson Reuters position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 363 Thomson Reuters shares in Q2 2020, an estimated $25K.
  • Squar Milner Financial Services first reported a position in Thomson Reuters in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Thomson Reuters position peaked at $25K in Q1 2020.
  • 325 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.