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Advisor Group’s TC Energy TRP Stock Holding History

Advisor Group’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$659K Sell
12,364
-1,326
-10% -$68K ﹤0.01% 1482
2019
Q3 		$709K Buy
13,690
+6,598
+93% +$329K 0.01% 1364
2019
Q2 		$351K Buy
7,092
+1,327
+23% +$63.6K ﹤0.01% 1871
2019
Q1 		$258K Buy
5,765
+347
+6% +$14.9K ﹤0.01% 2064
2018
Q4 		$193K Buy
5,418
+121
+2% +$4.77K ﹤0.01% 2117
2018
Q3 		$215K Buy
5,297
+889
+20% +$38.5K ﹤0.01% 2111
2018
Q2 		$191K Sell
4,408
-258
-6% -$11K ﹤0.01% 2015
2018
Q1 		$191K Buy
4,666
+52
+1% +$2.33K ﹤0.01% 2026
2017
Q4 		$225K Buy
4,614
+920
+25% +$44.9K ﹤0.01% 1893
2017
Q3 		$183K Buy
3,694
+692
+23% +$34.8K ﹤0.01% 1921
2017
Q2 		$143K Buy
3,002
+699
+30% +$32.8K ﹤0.01% 2029
2017
Q1 		$106K Buy
2,303
+337
+17% +$15.7K ﹤0.01% 2120
2016
Q4 		$89K Buy
1,966
+422
+27% +$19.2K ﹤0.01% 2153
2016
Q3 		$74K Buy
1,544
+215
+16% +$10K ﹤0.01% 2235
2016
Q2 		$59K Buy
+1,329
New +$54.8K ﹤0.01% 2304

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Advisor Group's TRP Position: Q4 2019 in Review

Advisor Group reduced its TC Energy (TRP) stake by 9.7% in Q4 2019, selling an estimated $68K and leaving 12,364 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Advisor Group first reported a position in TRP in Q2 2016 and has held it in 15 quarters since. The position peaked at $709K in Q3 2019. 467 funds tracked by Wall St. Rank hold TRP as of Q4 2019.

  • Advisor Group held 12,364 shares of TC Energy worth $659K as of Q4 2019.
  • Advisor Group sold 1,326 TC Energy shares in Q4 2019, an estimated $68K.
  • TC Energy made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1482 holding.
  • Advisor Group first reported a position in TC Energy in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's TC Energy position peaked at $709K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held TC Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.