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Barrett Asset Management’s TC Energy TRP Stock Holding History

Barrett Asset 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
2021
Q1 		– Sell
-50
Closed -$2K – 470
2020
Q4 		$2K Hold
50
– – ﹤0.01% 406
2020
Q3 		$2K Hold
50
– – ﹤0.01% 373
2020
Q2 		$2K Hold
50
– – ﹤0.01% 383
2020
Q1 		$2K Buy
+50
New +$2.53K ﹤0.01% 344

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Barrett Asset Management's TRP Position: Q1 2021 in Review

Barrett Asset Management sold out of TC Energy (TRP) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

Barrett Asset Management first reported a position in TRP in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 521 funds tracked by Wall St. Rank hold TRP as of Q1 2021.

  • Barrett Asset Management reported no remaining TC Energy position as of Q1 2021 after selling out during the quarter.
  • Barrett Asset Management sold 50 TC Energy shares in Q1 2021, an estimated $2K.
  • Barrett Asset Management first reported a position in TC Energy in Q1 2020 and held it in 4 quarters.
  • Barrett Asset Management's TC Energy position peaked at $2K in Q4 2020.
  • 521 funds tracked by Wall St. Rank held TC Energy as of Q1 2021.

Based on Barrett Asset Management's 13F filing for Q1 2021, filed 13 May 2021.