TCI Wealth Advisors’s Thomson Reuters TRI Stock Holding History

TCI Wealth 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
2020 Q2	–	Sell	-214	Closed	-$15K	–	1662
2020 Q1	$15K	Buy	+214	New	+$16.7K	0.01%	504
2017 Q1	–	Sell	-50	Closed	-$3K	–	1379
2016 Q4	$3K	Buy	50 +32	+178%	+$1.56K	﹤0.01%	938
2016 Q3	$1K	Buy	+18	New	+$871	﹤0.01%	1224

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's TRI Position: Q2 2020 in Review

TCI Wealth Advisors sold out of Thomson Reuters (TRI) in Q2 2020, closing a stake of 214 shares — an estimated $15K sold.

TCI Wealth Advisors first reported a position in TRI in Q3 2016 and held it in 3 quarters. The position peaked at $15K in Q1 2020. 325 funds tracked by Wall St. Rank hold TRI as of Q2 2020.

TCI Wealth Advisors reported no remaining Thomson Reuters position as of Q2 2020 after selling out during the quarter.
TCI Wealth Advisors sold 214 Thomson Reuters shares in Q2 2020, an estimated $15K.
TCI Wealth Advisors first reported a position in Thomson Reuters in Q3 2016 and held it in 3 quarters.
TCI Wealth Advisors's Thomson Reuters position peaked at $15K in Q1 2020.
325 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2020.

Based on TCI Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.