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Garrett Wealth Advisory Group’s TC Energy TRP Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-560
Closed -$29K – 591
2019
Q3 		$29K Buy
+560
New +$28K 0.02% 173

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Garrett Wealth Advisory Group's TRP Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of TC Energy (TRP) in Q4 2019, closing a stake of 560 shares — an estimated $29K sold.

Garrett Wealth Advisory Group first reported a position in TRP in Q3 2019 and held it in 1 quarter. The position peaked at $29K in Q3 2019. 467 funds tracked by Wall St. Rank hold TRP as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining TC Energy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 560 TC Energy shares in Q4 2019, an estimated $29K.
  • Garrett Wealth Advisory Group first reported a position in TC Energy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's TC Energy position peaked at $29K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held TC Energy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.