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	–	690
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Certified Advisory Corp's TRP Position: Q2 2021 in Review

Certified Advisory Corp sold out of TC Energy (TRP) in Q2 2021, closing a stake of 345 shares — an estimated $16K sold.

Certified Advisory Corp first reported a position in TRP in Q4 2017 and held it in 12 quarters. The position peaked at $18K in Q4 2019. 516 funds tracked by Wall St. Rank hold TRP as of Q2 2021.

Certified Advisory Corp reported no remaining TC Energy position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 345 TC Energy shares in Q2 2021, an estimated $16K.
Certified Advisory Corp first reported a position in TC Energy in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's TC Energy position peaked at $18K in Q4 2019.
516 funds tracked by Wall St. Rank held TC Energy as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.