STA
TRI icon

Summit Trail Advisors’s Thomson Reuters TRI Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-252
Closed -$13K – 1549
2017
Q4 		$13K Buy
+252
New +$13.2K ﹤0.01% 1159

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Summit Trail Advisors's TRI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Thomson Reuters (TRI) in Q1 2018, closing a stake of 252 shares — an estimated $13K sold.

Summit Trail Advisors first reported a position in TRI in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 304 funds tracked by Wall St. Rank hold TRI as of Q1 2018.

  • Summit Trail Advisors reported no remaining Thomson Reuters position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 252 Thomson Reuters shares in Q1 2018, an estimated $13K.
  • Summit Trail Advisors first reported a position in Thomson Reuters in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Thomson Reuters position peaked at $13K in Q4 2017.
  • 304 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.