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Cascade Investment Advisors’s TC Energy TRP Stock Holding History

Cascade 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
2019
Q2 		– Sell
-279
Closed -$12.5K – 247
2019
Q1 		$12.5K Hold
279
– – 0.01% 190
2018
Q4 		$9.96K Hold
279
– – 0.01% 198
2018
Q3 		$11.3K Hold
279
– – 0.01% 180
2018
Q2 		$12.1K Hold
279
– – 0.01% 178
2018
Q1 		$11.5K Hold
279
– – 0.01% 178
2017
Q4 		$13.6K Buy
+279
New +$13.6K 0.01% 166

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cascade Investment Advisors's TRP Position: Q2 2019 in Review

Cascade Investment Advisors sold out of TC Energy (TRP) in Q2 2019, closing a stake of 279 shares — an estimated $12.5K sold.

Cascade Investment Advisors first reported a position in TRP in Q4 2017 and held it in 6 quarters. The position peaked at $13.6K in Q4 2017. 416 funds tracked by Wall St. Rank hold TRP as of Q2 2019.

  • Cascade Investment Advisors reported no remaining TC Energy position as of Q2 2019 after selling out during the quarter.
  • Cascade Investment Advisors sold 279 TC Energy shares in Q2 2019, an estimated $12.5K.
  • Cascade Investment Advisors first reported a position in TC Energy in Q4 2017 and held it in 6 quarters.
  • Cascade Investment Advisors's TC Energy position peaked at $13.6K in Q4 2017.
  • 416 funds tracked by Wall St. Rank held TC Energy as of Q2 2019.

Based on Cascade Investment Advisors's 13F filing for Q2 2019, filed 18 Jul 2019.