Dynamic Advisor Solutions’s TC Energy TRP Stock Holding History

Dynamic Advisor Solutions’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	-38,635	Closed	-$1.56M	–	448
2018 Q3	$1.56M	Sell	38,635 -711	-2%	-$30.8K	0.32%	98
2018 Q2	$1.7M	Buy	+39,346	New	+$1.67M	0.39%	79
2016 Q4	–	Sell	-87,225	Closed	-$4.15M	–	240
2016 Q3	$4.15M	Sell	87,225 -10,208	-10%	-$477K	1.57%	10
2016 Q2	$4.41M	Buy	97,433 +4,665	+5%	+$193K	1.79%	9
2016 Q1	$3.65M	Buy	92,768 +52,365	+130%	+$1.83M	1.55%	13
2015 Q4	$1.32M	Buy	+40,403	New	+$1.34M	0.54%	50
2015 Q2	–	Sell	-27,519	Closed	-$1.18M	–	188
2015 Q1	$1.18M	Buy	27,519 +7,217	+36%	+$322K	0.59%	51
2014 Q4	$997K	Buy	20,302 +970	+5%	+$47K	0.53%	57
2014 Q3	$996K	Buy	19,332 +2,940	+18%	+$152K	0.54%	52
2014 Q2	$782K	Buy	16,392 +5,322	+48%	+$248K	0.47%	66
2014 Q1	$504K	Sell	11,070 -1,409	-11%	-$62.5K	0.34%	105
2013 Q4	$570K	Buy	+12,479	New	+$555K	0.42%	79

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Dynamic Advisor Solutions's TRP Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of TC Energy (TRP) in Q4 2018, closing a stake of 38,635 shares — an estimated $1.56M sold.

Dynamic Advisor Solutions first reported a position in TRP in Q4 2013 and held it in 12 quarters. The position peaked at $4.41M in Q2 2016. 407 funds tracked by Wall St. Rank hold TRP as of Q4 2018.

Dynamic Advisor Solutions reported no remaining TC Energy position as of Q4 2018 after selling out during the quarter.
Dynamic Advisor Solutions sold 38,635 TC Energy shares in Q4 2018, an estimated $1.56M.
Dynamic Advisor Solutions first reported a position in TC Energy in Q4 2013 and held it in 12 quarters.
Dynamic Advisor Solutions's TC Energy position peaked at $4.41M in Q2 2016.
407 funds tracked by Wall St. Rank held TC Energy as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.