Berman Capital Advisors’s TC Energy TRP Stock Holding History

Berman Capital Advisors’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 Q3	$3K	Hold	70	–	–	﹤0.01%	1621
2021 Q2	$3K	Buy	70 +7	+11%	+$350	﹤0.01%	1525
2021 Q1	$2K	Buy	63 +23	+58%	+$1.02K	﹤0.01%	1554
2020 Q4	$1K	Buy	40 +28	+233%	+$1.19K	﹤0.01%	1597
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1772
2020 Q2	$0	Sell	12 -766	-98%	-$34.4K	﹤0.01%	1821
2020 Q1	$34K	Buy	778 +477	+158%	+$24.2K	0.01%	368
2019 Q4	$16K	Sell	301 -144	-32%	-$7.39K	﹤0.01%	602
2019 Q3	$22K	Buy	445 +145	+48%	+$7.24K	0.01%	485
2019 Q2	$14K	Buy	300 +100	+50%	+$4.79K	﹤0.01%	627
2019 Q1	$8K	Buy	200 +1	+0.5%	+$43	﹤0.01%	733
2018 Q4	$7K	Buy	+199	New	+$7.85K	﹤0.01%	606

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Berman Capital Advisors's TRP Position: Q3 2021 in Review

Berman Capital Advisors held its TC Energy (TRP) position steady in Q3 2021 at 70 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Berman Capital Advisors first reported a position in TRP in Q4 2018 and has held it in 12 quarters since. The position peaked at $34K in Q1 2020. 506 funds tracked by Wall St. Rank hold TRP as of Q3 2021.

Berman Capital Advisors held 70 shares of TC Energy worth $3K as of Q3 2021.
Berman Capital Advisors left its TC Energy share count unchanged in Q3 2021.
TC Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1621 holding.
Berman Capital Advisors first reported a position in TC Energy in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's TC Energy position peaked at $34K in Q1 2020.
506 funds tracked by Wall St. Rank held TC Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.