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Burt Wealth Advisors’s TC Energy TRP Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-2,500
Closed -$98K – 558
2016
Q1 		$98K Buy
+2,500
New +$87.5K 0.09% 110

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Burt Wealth Advisors's TRP Position: Q2 2016 in Review

Burt Wealth Advisors sold out of TC Energy (TRP) in Q2 2016, closing a stake of 2,500 shares — an estimated $98K sold.

Burt Wealth Advisors first reported a position in TRP in Q1 2016 and held it in 1 quarter. The position peaked at $98K in Q1 2016. 350 funds tracked by Wall St. Rank hold TRP as of Q2 2016.

  • Burt Wealth Advisors reported no remaining TC Energy position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,500 TC Energy shares in Q2 2016, an estimated $98K.
  • Burt Wealth Advisors first reported a position in TC Energy in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's TC Energy position peaked at $98K in Q1 2016.
  • 350 funds tracked by Wall St. Rank held TC Energy as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.