WFG Advisors’s Thomson Reuters TRI Stock Holding History

WFG 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
2014 Q4	–	Sell	-94	Closed	-$4K	–	2242
2014 Q3	$4K	Buy	94 +1	+1%	+$43	﹤0.01%	1737
2014 Q2	$4K	Sell	93 -84	-47%	-$3.44K	﹤0.01%	1719
2014 Q1	$7K	Sell	177 -156	-47%	-$6.4K	﹤0.01%	1556
2013 Q4	$15K	Sell	333 -20	-6%	-$853	﹤0.01%	1462
2013 Q3	$14K	Buy	353 +2	+0.6%	+$80	﹤0.01%	1410
2013 Q2	$13K	Buy	+351	New	+$13.6K	﹤0.01%	1378

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

WFG Advisors's TRI Position: Q4 2014 in Review

WFG Advisors sold out of Thomson Reuters (TRI) in Q4 2014, closing a stake of 94 shares — an estimated $4K sold.

WFG Advisors first reported a position in TRI in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q4 2013. 288 funds tracked by Wall St. Rank hold TRI as of Q4 2014.

WFG Advisors reported no remaining Thomson Reuters position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 94 Thomson Reuters shares in Q4 2014, an estimated $4K.
WFG Advisors first reported a position in Thomson Reuters in Q2 2013 and held it in 6 quarters.
WFG Advisors's Thomson Reuters position peaked at $15K in Q4 2013.
288 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.