Concert Wealth Management’s TC Energy TRP Stock Holding History

Concert Wealth Management’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
2017 Q1	–	Sell	-7,300	Closed	-$329K	–	519
2016 Q4	$329K	Sell	7,300 -796	-10%	-$36.1K	0.07%	334
2016 Q3	$386K	Sell	8,096 -75	-0.9%	-$3.5K	0.05%	429
2016 Q2	$369K	Buy	8,171 +2,957	+57%	+$122K	0.05%	408
2016 Q1	$205K	Buy	+5,214	New	+$183K	0.03%	584
2015 Q1	–	Sell	-7,960	Closed	-$391K	–	617
2014 Q4	$391K	Buy	7,960 +3,060	+62%	+$148K	0.06%	381
2014 Q3	$253K	Buy	4,900 +500	+11%	+$25.8K	0.03%	429
2014 Q2	$208K	Buy	+4,400	New	+$205K	0.03%	508
2014 Q1	–	Sell	-4,400	Closed	-$201K	–	582
2013 Q4	$201K	Buy	+4,400	New	+$196K	0.03%	495

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

TD Asset Management

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

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

Wellington Management Group

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

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Capital Research Global Investors

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return