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Clarus Wealth Advisors’s TC Energy TRP Stock Holding History

Clarus Wealth 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
Q3 		– Sell
-250
Closed -$12K – 506
2019
Q2 		$12K Hold
250
– – 0.01% 422
2019
Q1 		$11K Buy
+250
New +$10.7K 0.01% 512

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Clarus Wealth Advisors's TRP Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of TC Energy (TRP) in Q3 2019, closing a stake of 250 shares — an estimated $12K sold.

Clarus Wealth Advisors first reported a position in TRP in Q1 2019 and held it in 2 quarters. The position peaked at $12K in Q2 2019. 444 funds tracked by Wall St. Rank hold TRP as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining TC Energy position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 250 TC Energy shares in Q3 2019, an estimated $12K.
  • Clarus Wealth Advisors first reported a position in TC Energy in Q1 2019 and held it in 2 quarters.
  • Clarus Wealth Advisors's TC Energy position peaked at $12K in Q2 2019.
  • 444 funds tracked by Wall St. Rank held TC Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.