Wealthfront’s Thomson Reuters TRI Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-7	Closed	–	–	988
2015 Q3	$0	Buy	+7	New	+$319	﹤0.01%	1432

Other funds holding TRI

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthfront's TRI Position: Q4 2015 in Review

Wealthfront sold out of Thomson Reuters (TRI) in Q4 2015, closing a stake of 7 shares.

Wealthfront first reported a position in TRI in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 308 funds tracked by Wall St. Rank hold TRI as of Q4 2015.

Wealthfront reported no remaining Thomson Reuters position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 7 Thomson Reuters shares in Q4 2015.
Wealthfront first reported a position in Thomson Reuters in Q3 2015 and held it in 1 quarter.
Wealthfront's Thomson Reuters position peaked at $0 in Q3 2015.
308 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.