Whitney & Co’s Thomson Reuters TRI Stock Holding History

Whitney & Co’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
2018 Q3	–	Sell	-59	Closed	-$3K	–	551
2018 Q2	$3K	Hold	59	–	–	﹤0.01%	291
2018 Q1	$3K	Buy	+59	New	+$2.82K	﹤0.01%	284

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Whitney & Co's TRI Position: Q3 2018 in Review

Whitney & Co sold out of Thomson Reuters (TRI) in Q3 2018, closing a stake of 59 shares — an estimated $3K sold.

Whitney & Co first reported a position in TRI in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 322 funds tracked by Wall St. Rank hold TRI as of Q3 2018.

Whitney & Co reported no remaining Thomson Reuters position as of Q3 2018 after selling out during the quarter.
Whitney & Co sold 59 Thomson Reuters shares in Q3 2018, an estimated $3K.
Whitney & Co first reported a position in Thomson Reuters in Q1 2018 and held it in 2 quarters.
Whitney & Co's Thomson Reuters position peaked at $3K in Q2 2018.
322 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2018.

Based on Whitney & Co's 13F filing for Q3 2018, filed 13 Nov 2018.