Evercore Wealth Management’s TC Energy TRP Stock Holding History

Evercore 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
2018 Q1	–	Sell	-450	Closed	-$22K	–	752
2017 Q4	$22K	Hold	450	–	–	﹤0.01%	717
2017 Q3	$22K	Hold	450	–	–	﹤0.01%	701
2017 Q2	$21K	Hold	450	–	–	﹤0.01%	714
2017 Q1	$21K	Hold	450	–	–	﹤0.01%	749
2016 Q4	$20K	Hold	450	–	–	﹤0.01%	755
2016 Q3	$21K	Sell	450 -94	-17%	-$4.39K	﹤0.01%	763
2016 Q2	$25K	Hold	544	–	–	﹤0.01%	719
2016 Q1	$21K	Hold	544	–	–	﹤0.01%	716
2015 Q4	$18K	Hold	544	–	–	﹤0.01%	781
2015 Q3	$17K	Hold	544	–	–	﹤0.01%	772
2015 Q2	$22K	Buy	544 +94	+21%	+$4.14K	﹤0.01%	781
2015 Q1	$19K	Hold	450	–	–	﹤0.01%	792
2014 Q4	$22K	Hold	450	–	–	﹤0.01%	658
2014 Q3	$23K	Hold	450	–	–	﹤0.01%	718
2014 Q2	$21K	Hold	450	–	–	﹤0.01%	732
2014 Q1	$20K	Hold	450	–	–	﹤0.01%	742
2013 Q4	$21K	Hold	450	–	–	﹤0.01%	679
2013 Q3	$20K	Hold	450	–	–	﹤0.01%	689
2013 Q2	$19K	Buy	+450	New	+$21.2K	﹤0.01%	671

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Evercore Wealth Management's TRP Position: Q1 2018 in Review

Evercore Wealth Management sold out of TC Energy (TRP) in Q1 2018, closing a stake of 450 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in TRP in Q2 2013 and held it in 19 quarters. The position peaked at $25K in Q2 2016. 428 funds tracked by Wall St. Rank hold TRP as of Q1 2018.

Evercore Wealth Management reported no remaining TC Energy position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 450 TC Energy shares in Q1 2018, an estimated $22K.
Evercore Wealth Management first reported a position in TC Energy in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's TC Energy position peaked at $25K in Q2 2016.
428 funds tracked by Wall St. Rank held TC Energy as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.