Bruderman Asset Management’s TC Energy TRP Stock Holding History

Bruderman 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
2017 Q1	–	Sell	-326	Closed	-$15K	–	298
2016 Q4	$15K	Buy	326 +3	+0.9%	+$136	﹤0.01%	291
2016 Q3	$15K	Buy	323 +2	+0.6%	+$93	﹤0.01%	305
2016 Q2	$15K	Buy	321 +3	+0.9%	+$124	﹤0.01%	285
2016 Q1	$12K	Buy	318 +3	+1%	+$105	﹤0.01%	307
2015 Q4	$10K	Buy	315 +3	+1%	+$99	﹤0.01%	336
2015 Q3	$10K	Sell	312 -4,000	-93%	-$144K	﹤0.01%	340
2015 Q2	$175K	Sell	4,312 -363	-8%	-$16K	0.07%	120
2015 Q1	$200K	Buy	+4,675	New	+$209K	0.08%	109

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Bruderman Asset Management's TRP Position: Q1 2017 in Review

Bruderman Asset Management sold out of TC Energy (TRP) in Q1 2017, closing a stake of 326 shares — an estimated $15K sold.

Bruderman Asset Management first reported a position in TRP in Q1 2015 and held it in 8 quarters. The position peaked at $200K in Q1 2015. 379 funds tracked by Wall St. Rank hold TRP as of Q1 2017.

Bruderman Asset Management reported no remaining TC Energy position as of Q1 2017 after selling out during the quarter.
Bruderman Asset Management sold 326 TC Energy shares in Q1 2017, an estimated $15K.
Bruderman Asset Management first reported a position in TC Energy in Q1 2015 and held it in 8 quarters.
Bruderman Asset Management's TC Energy position peaked at $200K in Q1 2015.
379 funds tracked by Wall St. Rank held TC Energy as of Q1 2017.

Based on Bruderman Asset Management's 13F filing for Q1 2017, filed 9 May 2017.