FWM
TCP

Focused Wealth Management’s TC Pipelines LP TCP Stock Holding History

Focused Wealth Management’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-273
Closed -$8K – 1043
2020
Q4 		$8K Buy
273
+6
+2% +$179 ﹤0.01% 600
2020
Q3 		$7K Buy
267
+5
+2% +$152 ﹤0.01% 567
2020
Q2 		$8K Buy
262
+5
+2% +$165 ﹤0.01% 528
2020
Q1 		$7K Buy
257
+4
+2% +$149 ﹤0.01% 500
2019
Q4 		$11K Buy
253
+4
+2% +$158 ﹤0.01% 495
2019
Q3 		$10K Buy
249
+4
+2% +$156 ﹤0.01% 493
2019
Q2 		$9K Buy
245
+4
+2% +$146 ﹤0.01% 535
2019
Q1 		$9K Buy
241
+5
+2% +$167 ﹤0.01% 482
2018
Q4 		$8K Buy
236
+5
+2% +$153 ﹤0.01% 488
2018
Q3 		$7K Buy
231
+4
+2% +$126 ﹤0.01% 495
2018
Q2 		$6K Buy
227
+6
+3% +$168 ﹤0.01% 507
2018
Q1 		$8K Buy
221
+4
+2% +$197 ﹤0.01% 509
2017
Q4 		$11K Buy
217
+4
+2% +$210 ﹤0.01% 458
2017
Q3 		$11K Buy
213
+4
+2% +$216 ﹤0.01% 429
2017
Q2 		$11K Buy
209
+4
+2% +$229 ﹤0.01% 463
2017
Q1 		$12K Buy
205
+3
+1% +$181 ﹤0.01% 447
2016
Q4 		$12K Buy
202
+4
+2% +$216 0.01% 456
2016
Q3 		$11K Buy
198
+3
+2% +$162 ﹤0.01% 434
2016
Q2 		$11K Buy
195
+3
+2% +$163 0.01% 434
2016
Q1 		$9K Buy
192
+5
+3% +$227 ﹤0.01% 420
2015
Q4 		$9K Buy
187
+3
+2% +$149 0.01% 430
2015
Q3 		$9K Buy
184
+3
+2% +$163 0.01% 424
2015
Q2 		$10K Buy
181
+2
+1% +$127 0.01% 416
2015
Q1 		$12K Buy
179
+2
+1% +$131 0.01% 403
2014
Q4 		$13K Buy
177
+3
+2% +$206 0.01% 383
2014
Q3 		$12K Buy
174
+2
+1% +$112 0.01% 406
2014
Q2 		$9K Buy
172
+3
+2% +$153 0.01% 445
2014
Q1 		$8K Buy
169
+3
+2% +$140 0.01% 433
2013
Q4 		$8K Buy
166
+3
+2% +$144 0.01% 430
2013
Q3 		$8K Buy
+163
New +$8.06K 0.01% 403

Other funds holding TCP

BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

Focused Wealth Management's TCP Position: Q1 2021 in Review

Focused Wealth Management sold out of TC Pipelines LP (TCP) in Q1 2021, closing a stake of 273 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in TCP in Q3 2013 and held it in 30 quarters. The position peaked at $13K in Q4 2014. 3 funds tracked by Wall St. Rank hold TCP as of Q1 2021.

  • Focused Wealth Management reported no remaining TC Pipelines LP position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 273 TC Pipelines LP shares in Q1 2021, an estimated $8K.
  • Focused Wealth Management first reported a position in TC Pipelines LP in Q3 2013 and held it in 30 quarters.
  • Focused Wealth Management's TC Pipelines LP position peaked at $13K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.