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Caldwell Investment Management’s TC Energy TRP Stock Holding History

Caldwell Investment 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
2022
Q4 		– Sell
-55,000
Closed -$2.27M – 30
2022
Q3 		$2.27M Buy
+55,000
New +$2.73M 2.76% 9

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caldwell Investment Management's TRP Position: Q4 2022 in Review

Caldwell Investment Management sold out of TC Energy (TRP) in Q4 2022, closing a stake of 55,000 shares — an estimated $2.27M sold.

Caldwell Investment Management first reported a position in TRP in Q3 2022 and held it in 1 quarter. The position peaked at $2.27M in Q3 2022. 543 funds tracked by Wall St. Rank hold TRP as of Q4 2022.

  • Caldwell Investment Management reported no remaining TC Energy position as of Q4 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 55,000 TC Energy shares in Q4 2022, an estimated $2.27M.
  • Caldwell Investment Management first reported a position in TC Energy in Q3 2022 and held it in 1 quarter.
  • Caldwell Investment Management's TC Energy position peaked at $2.27M in Q3 2022.
  • 543 funds tracked by Wall St. Rank held TC Energy as of Q4 2022.

Based on Caldwell Investment Management's 13F filing for Q4 2022, filed 1 Feb 2023.