WAM
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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 – 1937
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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return