AWA
TCP

Acorn Wealth Advisors’s TC Pipelines LP TCP Stock Holding History

Acorn Wealth Advisors’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,148
Closed -$82K – 486
2018
Q2 		$82K Buy
3,148
+31
+1% +$868 0.07% 197
2018
Q1 		$108K Buy
3,117
+312
+11% +$15.4K 0.09% 167
2017
Q4 		$150K Buy
+2,805
New +$147K 0.14% 126

Other funds holding TCP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AR
Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Acorn Wealth Advisors's TCP Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of TC Pipelines LP (TCP) in Q3 2018, closing a stake of 3,148 shares — an estimated $82K sold.

Acorn Wealth Advisors first reported a position in TCP in Q4 2017 and held it in 3 quarters. The position peaked at $150K in Q4 2017. 129 funds tracked by Wall St. Rank hold TCP as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining TC Pipelines LP position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,148 TC Pipelines LP shares in Q3 2018, an estimated $82K.
  • Acorn Wealth Advisors first reported a position in TC Pipelines LP in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's TC Pipelines LP position peaked at $150K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held TC Pipelines LP as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.