Archford Capital Strategies’s TC Energy TRP Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-198	Closed	-$10K	–	492
2019 Q2	$10K	Hold	198	–	–	﹤0.01%	408
2019 Q1	$9K	Sell	198 -80	-29%	-$3.44K	﹤0.01%	394
2018 Q4	$10K	Sell	278 -64	-19%	-$2.52K	﹤0.01%	377
2018 Q3	$14K	Sell	342 -6,754	-95%	-$293K	0.01%	395
2018 Q2	$307K	Buy	+7,096	New	+$301K	0.11%	183
2018 Q1	–	Sell	-7,150	Closed	-$348K	–	708
2017 Q4	$348K	Buy	7,150 +168	+2%	+$8.21K	0.13%	167
2017 Q3	$345K	Sell	6,982 -5	-0.1%	-$251	0.13%	163
2017 Q2	$333K	Buy	+6,987	New	+$328K	0.13%	161
2016 Q1	–	Sell	-246	Closed	-$9K	–	564
2015 Q4	$9K	Buy	246 +31	+14%	+$1.03K	﹤0.01%	460
2015 Q3	$7K	Buy	215 +2	+0.9%	+$72	0.01%	382
2015 Q2	$9K	Buy	213 +2	+0.9%	+$88	0.01%	338
2015 Q1	$9.02K	Buy	211 +1	+0.5%	+$45	0.01%	349
2014 Q4	$10K	Buy	210 +2	+1%	+$97	0.01%	346
2014 Q3	$11K	Sell	208 -28	-12%	-$1.45K	0.01%	343
2014 Q2	$11.3K	Buy	236 +1	+0.4%	+$47	0.01%	381
2014 Q1	$10.7K	Buy	+235	New	+$10.4K	0.01%	404

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return