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Beese Fulmer Investment Management’s TC Energy TRP Stock Holding History

Beese Fulmer Investment 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
2020
Q3 		– Sell
-1,150
Closed -$49K – 511
2020
Q2 		$49K Buy
+1,150
New +$51.6K 0.01% 325

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beese Fulmer Investment Management's TRP Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of TC Energy (TRP) in Q3 2020, closing a stake of 1,150 shares — an estimated $49K sold.

Beese Fulmer Investment Management first reported a position in TRP in Q2 2020 and held it in 1 quarter. The position peaked at $49K in Q2 2020. 467 funds tracked by Wall St. Rank hold TRP as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining TC Energy position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,150 TC Energy shares in Q3 2020, an estimated $49K.
  • Beese Fulmer Investment Management first reported a position in TC Energy in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's TC Energy position peaked at $49K in Q2 2020.
  • 467 funds tracked by Wall St. Rank held TC Energy as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.