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 $528B AUM 27.57% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return