Wealthspire Advisors (Maryland)’s Thomson Reuters TRI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-76	Closed	-$5K	–	1898
2019 Q1	$5K	Hold	76	–	–	﹤0.01%	1850
2018 Q4	$4K	Sell	76 -48	-39%	-$2.57K	﹤0.01%	1869
2018 Q3	$7K	Sell	124 -17	-12%	-$851	﹤0.01%	1682
2018 Q2	$7K	Buy	141 +20	+17%	+$919	﹤0.01%	1679
2018 Q1	$5K	Buy	121 +18	+17%	+$861	﹤0.01%	1836
2017 Q4	$5K	Buy	103 +31	+43%	+$1.62K	﹤0.01%	1850
2017 Q3	$4K	Hold	72	–	–	﹤0.01%	1869
2017 Q2	$4K	Sell	72 -1,559	-96%	-$79.9K	﹤0.01%	1846
2017 Q1	$82K	Sell	1,631 -333	-17%	-$17K	0.01%	660
2016 Q4	$100K	Sell	1,964 -104	-5%	-$5.07K	0.02%	581
2016 Q3	$99K	Sell	2,068 -134	-6%	-$6.49K	0.02%	568
2016 Q2	$103K	Buy	2,202 +50	+2%	+$2.38K	0.02%	530
2016 Q1	$101K	Sell	2,152 -75	-3%	-$3.23K	0.02%	519
2015 Q4	$98K	Buy	+2,227	New	+$104K	0.02%	531

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Wealthspire Advisors (Maryland)'s TRI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Thomson Reuters (TRI) in Q2 2019, closing a stake of 76 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in TRI in Q4 2015 and held it in 14 quarters. The position peaked at $103K in Q2 2016. 315 funds tracked by Wall St. Rank hold TRI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Thomson Reuters position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 76 Thomson Reuters shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Thomson Reuters in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Thomson Reuters position peaked at $103K in Q2 2016.
315 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.