Carson Wealth (CWM LLC)’s TC Pipelines LP TCP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCP Stock Details TCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-429	Closed	-$13K	–	2312
2018 Q3	$13K	Buy	+429	New	+$13.5K	﹤0.01%	1098

Other funds holding TCP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCP Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of TC Pipelines LP (TCP) in Q4 2018, closing a stake of 429 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in TCP in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 135 funds tracked by Wall St. Rank hold TCP as of Q4 2018.

Carson Wealth (CWM LLC) reported no remaining TC Pipelines LP position as of Q4 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 429 TC Pipelines LP shares in Q4 2018, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in TC Pipelines LP in Q3 2018 and held it in 1 quarter.
Carson Wealth (CWM LLC)'s TC Pipelines LP position peaked at $13K in Q3 2018.
135 funds tracked by Wall St. Rank held TC Pipelines LP as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.