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WealthPLAN Partners’s Thomson Reuters TRI Stock Holding History

WealthPLAN Partners’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
2017
Q2 		– Sell
-26
Closed -$1.29K – 400
2017
Q1 		$1.29K Buy
+26
New +$1.33K ﹤0.01% 418
2016
Q3 		$1.23K Sell
26
-26
-50% -$1.26K ﹤0.01% 883
2016
Q2 		$1.21K Buy
+52
New +$2.48K ﹤0.01% 2306

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's TRI Position: Q2 2017 in Review

WealthPLAN Partners sold out of Thomson Reuters (TRI) in Q2 2017, closing a stake of 26 shares — an estimated $1.29K sold.

WealthPLAN Partners first reported a position in TRI in Q2 2016 and held it in 3 quarters. The position peaked at $1.29K in Q1 2017. 311 funds tracked by Wall St. Rank hold TRI as of Q2 2017.

  • WealthPLAN Partners reported no remaining Thomson Reuters position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 26 Thomson Reuters shares in Q2 2017, an estimated $1.29K.
  • WealthPLAN Partners first reported a position in Thomson Reuters in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Thomson Reuters position peaked at $1.29K in Q1 2017.
  • 311 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.