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Advisor Group’s TransAlta TAC Stock Holding History

Advisor Group’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,200
Closed -$18K – 5224
2018
Q3 		$18K Buy
+3,200
New +$17.9K ﹤0.01% 3958

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Advisor Group's TAC Position: Q4 2018 in Review

Advisor Group sold out of TransAlta (TAC) in Q4 2018, closing a stake of 3,200 shares — an estimated $18K sold.

Advisor Group first reported a position in TAC in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 74 funds tracked by Wall St. Rank hold TAC as of Q4 2018.

  • Advisor Group reported no remaining TransAlta position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 3,200 TransAlta shares in Q4 2018, an estimated $18K.
  • Advisor Group first reported a position in TransAlta in Q3 2018 and held it in 1 quarter.
  • Advisor Group's TransAlta position peaked at $18K in Q3 2018.
  • 74 funds tracked by Wall St. Rank held TransAlta as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.