Aevitas Wealth Management’s TC Energy TRP Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-2,127	Closed	-$95K	–	319
2019 Q1	$95K	Buy	2,127 +4	+0.2%	+$172	0.08%	139
2018 Q4	$76K	Buy	2,123 +4	+0.2%	+$158	0.08%	145
2018 Q3	$86K	Buy	2,119 +5	+0.2%	+$217	0.08%	152
2018 Q2	$91K	Buy	+2,114	New	+$89.8K	0.09%	142
2018 Q1	–	Sell	-2,414	Closed	-$117K	–	473
2017 Q4	$117K	Buy	+2,414	New	+$118K	0.11%	125

Other funds holding TRP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Aevitas Wealth Management's TRP Position: Q2 2019 in Review

Aevitas Wealth Management sold out of TC Energy (TRP) in Q2 2019, closing a stake of 2,127 shares — an estimated $95K sold.

Aevitas Wealth Management first reported a position in TRP in Q4 2017 and held it in 5 quarters. The position peaked at $117K in Q4 2017. 416 funds tracked by Wall St. Rank hold TRP as of Q2 2019.

Aevitas Wealth Management reported no remaining TC Energy position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 2,127 TC Energy shares in Q2 2019, an estimated $95K.
Aevitas Wealth Management first reported a position in TC Energy in Q4 2017 and held it in 5 quarters.
Aevitas Wealth Management's TC Energy position peaked at $117K in Q4 2017.
416 funds tracked by Wall St. Rank held TC Energy as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.