Certified Advisory Corp’s TC Energy TRP Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-345	Closed	-$16K	–	691
2021 Q1	$16K	Buy	+345	New	+$15.3K	﹤0.01%	536
2020 Q2	$14K	Buy	334 +3	+0.9%	+$135	﹤0.01%	504
2020 Q1	$15K	Buy	331 +3	+0.9%	+$152	0.01%	478
2019 Q4	$18K	Buy	328 +2	+0.6%	+$103	0.01%	503
2019 Q3	$17K	Buy	326 +3	+0.9%	+$150	0.01%	513
2019 Q2	$16K	Hold	323	–	–	0.01%	522
2019 Q1	$15K	Buy	323 +3	+0.9%	+$129	0.01%	499
2018 Q4	$11K	Hold	320	–	–	0.01%	530
2018 Q3	$13K	Hold	320	–	–	0.01%	534
2018 Q2	$14K	Hold	320	–	–	0.01%	496
2018 Q1	$13K	Hold	320	–	–	0.01%	479
2017 Q4	$15K	Buy	+320	New	+$15.6K	0.01%	417

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International

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

TD Asset Management

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