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Destination Wealth Management’s TC Energy TRP Stock Holding History

Destination 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
2019
Q3 		– Sell
-325
Closed -$16K – 471
2019
Q2 		$16K Buy
+325
New +$15.6K ﹤0.01% 403

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Wellington Management Group
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Vanguard Group
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Destination Wealth Management's TRP Position: Q3 2019 in Review

Destination Wealth Management sold out of TC Energy (TRP) in Q3 2019, closing a stake of 325 shares — an estimated $16K sold.

Destination Wealth Management first reported a position in TRP in Q2 2019 and held it in 1 quarter. The position peaked at $16K in Q2 2019. 444 funds tracked by Wall St. Rank hold TRP as of Q3 2019.

  • Destination Wealth Management reported no remaining TC Energy position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 325 TC Energy shares in Q3 2019, an estimated $16K.
  • Destination Wealth Management first reported a position in TC Energy in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's TC Energy position peaked at $16K in Q2 2019.
  • 444 funds tracked by Wall St. Rank held TC Energy as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.