Bush ODonnell Investment Advisors’s TC Energy TRP Stock Holding History

Bush ODonnell Investment 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
2018 Q1	–	Sell	-9,405	Closed	-$457K	–	37
2017 Q4	$457K	Hold	9,405	–	–	0.37%	30
2017 Q3	$465K	Sell	9,405 -465	-5%	-$23.4K	0.35%	39
2017 Q2	$471K	Hold	9,870	–	–	0.29%	39
2017 Q1	$455K	Hold	9,870	–	–	0.28%	41
2016 Q4	$446K	Hold	9,870	–	–	0.3%	41
2016 Q3	$469K	Hold	9,870	–	–	0.31%	40
2016 Q2	$446K	Hold	9,870	–	–	0.3%	40
2016 Q1	$388K	Hold	9,870	–	–	0.26%	37
2015 Q4	$322K	Buy	+9,870	New	+$327K	0.22%	38

Other funds holding TRP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Bush ODonnell Investment Advisors's TRP Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of TC Energy (TRP) in Q1 2018, closing a stake of 9,405 shares — an estimated $457K sold.

Bush ODonnell Investment Advisors first reported a position in TRP in Q4 2015 and held it in 9 quarters. The position peaked at $471K in Q2 2017. 428 funds tracked by Wall St. Rank hold TRP as of Q1 2018.

Bush ODonnell Investment Advisors reported no remaining TC Energy position as of Q1 2018 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 9,405 TC Energy shares in Q1 2018, an estimated $457K.
Bush ODonnell Investment Advisors first reported a position in TC Energy in Q4 2015 and held it in 9 quarters.
Bush ODonnell Investment Advisors's TC Energy position peaked at $471K in Q2 2017.
428 funds tracked by Wall St. Rank held TC Energy as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.