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Bellwether Investment Group’s TC Energy TRP Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-100
Closed -$5K – 568
2017
Q1 		$5K Hold
100
– – 0.01% 626
2016
Q4 		$5K Buy
+100
New +$4.54K ﹤0.01% 790
2016
Q2 		$5K Buy
+100
New +$4.13K 0.01% 501

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellwether Investment Group's TRP Position: Q2 2017 in Review

Bellwether Investment Group sold out of TC Energy (TRP) in Q2 2017, closing a stake of 100 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in TRP in Q2 2016 and held it in 3 quarters. The position peaked at $5K in Q1 2017. 390 funds tracked by Wall St. Rank hold TRP as of Q2 2017.

  • Bellwether Investment Group reported no remaining TC Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 100 TC Energy shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in TC Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's TC Energy position peaked at $5K in Q1 2017.
  • 390 funds tracked by Wall St. Rank held TC Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.