WFM
TRI icon

Wilmington Funds Management’s Thomson Reuters TRI Stock Holding History

Wilmington Funds Management’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
Q2 		– Sell
-5,343
Closed -$212K – 821
2014
Q1 		$212K Hold
5,343
– – 0.02% 663
2013
Q4 		$234K Sell
5,343
-2,757
-34% -$118K 0.02% 652
2013
Q3 		$329K Buy
+8,100
New +$322K 0.03% 526

Other funds holding TRI

Royal Bank of Canada
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wilmington Funds Management's TRI Position: Q2 2014 in Review

Wilmington Funds Management sold out of Thomson Reuters (TRI) in Q2 2014, closing a stake of 5,343 shares — an estimated $212K sold.

Wilmington Funds Management first reported a position in TRI in Q3 2013 and held it in 3 quarters. The position peaked at $329K in Q3 2013. 274 funds tracked by Wall St. Rank hold TRI as of Q2 2014.

  • Wilmington Funds Management reported no remaining Thomson Reuters position as of Q2 2014 after selling out during the quarter.
  • Wilmington Funds Management sold 5,343 Thomson Reuters shares in Q2 2014, an estimated $212K.
  • Wilmington Funds Management first reported a position in Thomson Reuters in Q3 2013 and held it in 3 quarters.
  • Wilmington Funds Management's Thomson Reuters position peaked at $329K in Q3 2013.
  • 274 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.