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Crestwood Advisors Group’s TC Energy TRP Stock Holding History

Crestwood Advisors Group’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
2018
Q4 		– Sell
-6,600
Closed -$267K – 179
2018
Q3 		$267K Buy
6,600
+600
+10% +$26K 0.02% 142
2018
Q2 		$263K Sell
6,000
-3,000
-33% -$127K 0.02% 144
2018
Q1 		$372K Hold
9,000
– – 0.03% 118
2017
Q4 		$438K Buy
+9,000
New +$440K 0.03% 116

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Crestwood Advisors Group's TRP Position: Q4 2018 in Review

Crestwood Advisors Group sold out of TC Energy (TRP) in Q4 2018, closing a stake of 6,600 shares — an estimated $267K sold.

Crestwood Advisors Group first reported a position in TRP in Q4 2017 and held it in 4 quarters. The position peaked at $438K in Q4 2017. 407 funds tracked by Wall St. Rank hold TRP as of Q4 2018.

  • Crestwood Advisors Group reported no remaining TC Energy position as of Q4 2018 after selling out during the quarter.
  • Crestwood Advisors Group sold 6,600 TC Energy shares in Q4 2018, an estimated $267K.
  • Crestwood Advisors Group first reported a position in TC Energy in Q4 2017 and held it in 4 quarters.
  • Crestwood Advisors Group's TC Energy position peaked at $438K in Q4 2017.
  • 407 funds tracked by Wall St. Rank held TC Energy as of Q4 2018.

Based on Crestwood Advisors Group's 13F filing for Q4 2018, filed 14 Feb 2019.