Capital Asset Advisory Services’s TC Energy TRP Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-617	Closed	-$26K	–	1441
2020 Q4	$26K	Buy	+617	New	+$26.3K	﹤0.01%	790

Other funds holding TRP

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital Asset Advisory Services's TRP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of TC Energy (TRP) in Q1 2021, closing a stake of 617 shares — an estimated $26K sold.

Capital Asset Advisory Services first reported a position in TRP in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 521 funds tracked by Wall St. Rank hold TRP as of Q1 2021.

Capital Asset Advisory Services reported no remaining TC Energy position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 617 TC Energy shares in Q1 2021, an estimated $26K.
Capital Asset Advisory Services first reported a position in TC Energy in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's TC Energy position peaked at $26K in Q4 2020.
521 funds tracked by Wall St. Rank held TC Energy as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.