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Gary Goldberg Planning Services’s TC Energy TRP Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$229K Sell
4,655
-292
-6% -$14.2K 0.1% 100
2014
Q3 		$255K Buy
4,947
+632
+15% +$32.7K 0.11% 98
2014
Q2 		$206K Buy
+4,315
New +$201K 0.09% 110

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Gary Goldberg Planning Services's TRP Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its TC Energy (TRP) stake by 5.9% in Q4 2014, selling an estimated $14.2K and leaving 4,655 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #100.

Gary Goldberg Planning Services first reported a position in TRP in Q2 2014 and has held it in 3 quarters since. The position peaked at $255K in Q3 2014. 368 funds tracked by Wall St. Rank hold TRP as of Q4 2014.

  • Gary Goldberg Planning Services held 4,655 shares of TC Energy worth $229K as of Q4 2014.
  • Gary Goldberg Planning Services sold 292 TC Energy shares in Q4 2014, an estimated $14.2K.
  • TC Energy made up 0.1% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #100 holding.
  • Gary Goldberg Planning Services first reported a position in TC Energy in Q2 2014 and has held it in 3 quarters since.
  • Gary Goldberg Planning Services's TC Energy position peaked at $255K in Q3 2014.
  • 368 funds tracked by Wall St. Rank held TC Energy as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.