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Wunderlich Capital Managemnt’s Thomson Reuters TRI Stock Holding History

Wunderlich Capital Managemnt’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
Q1 		– Sell
-28,656
Closed -$1.45M – 97
2017
Q4 		$1.45M Buy
28,656
+111
+0.4% +$5.8K 1% 55
2017
Q3 		$1.52M Buy
28,545
+1,254
+5% +$66.9K 1.13% 41
2017
Q2 		$1.47M Sell
27,291
-741
-3% -$38K 1.1% 46
2017
Q1 		$1.41M Sell
28,032
-25
-0.1% -$1.28K 1.1% 48
2016
Q4 		$1.43M Sell
28,057
-680
-2% -$33.2K 1.16% 43
2016
Q3 		$1.38M Sell
28,737
-208
-0.7% -$10.1K 1.1% 48
2016
Q2 		$1.36M Buy
28,945
+283
+1% +$13.5K 1.15% 44
2016
Q1 		$1.35M Buy
28,662
+491
+2% +$21.1K 1.16% 47
2015
Q4 		$1.24M Buy
28,171
+1,082
+4% +$50.3K 1.06% 51
2015
Q3 		$1.27M Sell
27,089
-19
-0.1% -$866 1.17% 36
2015
Q2 		$1.2M Sell
27,108
-985
-4% -$46.1K 1.16% 42
2015
Q1 		$1.32M Sell
28,093
-471
-2% -$21.6K 1.19% 34
2014
Q4 		$1.34M Buy
28,564
+1,010
+4% +$44.7K 1.13% 41
2014
Q3 		$1.16M Buy
27,554
+142
+0.5% +$6.14K 1.04% 54
2014
Q2 		$1.16M Buy
27,412
+349
+1% +$14.3K 1.06% 59
2014
Q1 		$1.07M Buy
27,063
+245
+0.9% +$10.1K 1.01% 66
2013
Q4 		$1.18M Buy
+26,818
New +$1.14M 1.13% 47

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Wunderlich Capital Managemnt's TRI Position: Q1 2018 in Review

Wunderlich Capital Managemnt sold out of Thomson Reuters (TRI) in Q1 2018, closing a stake of 28,656 shares — an estimated $1.45M sold.

Wunderlich Capital Managemnt first reported a position in TRI in Q4 2013 and held it in 17 quarters. The position peaked at $1.52M in Q3 2017. 304 funds tracked by Wall St. Rank hold TRI as of Q1 2018.

  • Wunderlich Capital Managemnt reported no remaining Thomson Reuters position as of Q1 2018 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 28,656 Thomson Reuters shares in Q1 2018, an estimated $1.45M.
  • Wunderlich Capital Managemnt first reported a position in Thomson Reuters in Q4 2013 and held it in 17 quarters.
  • Wunderlich Capital Managemnt's Thomson Reuters position peaked at $1.52M in Q3 2017.
  • 304 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2018, filed 8 May 2018.