Advocacy Wealth Management Services’s TC Energy TRP Stock Holding History

Advocacy Wealth Management Services’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
2016 Q2	–	Sell	-150	Closed	-$6K	–	454
2016 Q1	$6K	Hold	150	–	–	﹤0.01%	404
2015 Q4	$5K	Buy	+150	New	+$4.97K	0.01%	423
2013 Q3	$29K	Hold	650	–	–	0.08%	148
2013 Q2	$28K	Buy	+650	New	+$30.7K	0.11%	119

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Advocacy Wealth Management Services's TRP Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of TC Energy (TRP) in Q2 2016, closing a stake of 150 shares — an estimated $6K sold.

Advocacy Wealth Management Services first reported a position in TRP in Q2 2013 and held it in 4 quarters. The position peaked at $29K in Q3 2013. 350 funds tracked by Wall St. Rank hold TRP as of Q2 2016.

Advocacy Wealth Management Services reported no remaining TC Energy position as of Q2 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 150 TC Energy shares in Q2 2016, an estimated $6K.
Advocacy Wealth Management Services first reported a position in TC Energy in Q2 2013 and held it in 4 quarters.
Advocacy Wealth Management Services's TC Energy position peaked at $29K in Q3 2013.
350 funds tracked by Wall St. Rank held TC Energy as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.