Forvis Mazars Wealth Advisors’s TC Pipelines LP TCP Stock Holding History

Forvis Mazars Wealth Advisors’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
2020 Q1	–	Sell	-13,500	Closed	-$571K	–	316
2019 Q4	$571K	Hold	13,500	–	–	0.04%	176
2019 Q3	$549K	Buy	13,500 +7,500	+125%	+$292K	0.04%	163
2019 Q2	$226K	Hold	6,000	–	–	0.02%	242
2019 Q1	$224K	Buy	+6,000	New	+$201K	0.02%	236
2018 Q2	–	Sell	-13,200	Closed	-$458K	–	246
2018 Q1	$458K	Hold	13,200	–	–	0.05%	157
2017 Q4	$701K	Hold	13,200	–	–	0.07%	114
2017 Q3	$691K	Hold	13,200	–	–	0.08%	111
2017 Q2	$726K	Hold	13,200	–	–	0.08%	109
2017 Q1	$788K	Hold	13,200	–	–	0.1%	94
2016 Q4	$777K	Hold	13,200	–	–	0.1%	93
2016 Q3	$753K	Hold	13,200	–	–	0.1%	88
2016 Q2	$756K	Hold	13,200	–	–	0.11%	87
2016 Q1	$637K	Hold	13,200	–	–	0.1%	96
2015 Q4	$656K	Hold	13,200	–	–	0.1%	91
2015 Q3	$628K	Hold	13,200	–	–	0.11%	89
2015 Q2	$752K	Hold	13,200	–	–	0.11%	86
2015 Q1	$860K	Hold	13,200	–	–	0.12%	85
2014 Q4	$940K	Hold	13,200	–	–	0.15%	75
2014 Q3	$894K	Hold	13,200	–	–	0.15%	74
2014 Q2	$682K	Hold	13,200	–	–	0.12%	81
2014 Q1	$633K	Hold	13,200	–	–	0.11%	91
2013 Q4	$639K	Hold	13,200	–	–	0.12%	93
2013 Q3	$643K	Buy	+13,200	New	+$653K	0.13%	91

Other funds holding TCP

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TCP Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of TC Pipelines LP (TCP) in Q1 2020, closing a stake of 13,500 shares — an estimated $571K sold.

Forvis Mazars Wealth Advisors first reported a position in TCP in Q3 2013 and held it in 23 quarters. The position peaked at $940K in Q4 2014. 132 funds tracked by Wall St. Rank hold TCP as of Q1 2020.

Forvis Mazars Wealth Advisors reported no remaining TC Pipelines LP position as of Q1 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 13,500 TC Pipelines LP shares in Q1 2020, an estimated $571K.
Forvis Mazars Wealth Advisors first reported a position in TC Pipelines LP in Q3 2013 and held it in 23 quarters.
Forvis Mazars Wealth Advisors's TC Pipelines LP position peaked at $940K in Q4 2014.
132 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.