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Genesis Wealth Advisors’s TC Energy TRP Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$8.12K Hold
200
– – 0.01% 363
2015
Q1 		$8.52K Hold
200
– – 0.01% 361
2014
Q4 		$8.77K Buy
+200
New +$9.7K 0.01% 387

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Genesis Wealth Advisors's TRP Position: Q2 2015 in Review

Genesis Wealth Advisors held its TC Energy (TRP) position steady in Q2 2015 at 200 shares worth $8.12K. The position accounts for 0.01% of the portfolio, ranked #363.

Genesis Wealth Advisors first reported a position in TRP in Q4 2014 and has held it in 3 quarters since. The position peaked at $8.77K in Q4 2014. 351 funds tracked by Wall St. Rank hold TRP as of Q2 2015.

  • Genesis Wealth Advisors held 200 shares of TC Energy worth $8.12K as of Q2 2015.
  • Genesis Wealth Advisors left its TC Energy share count unchanged in Q2 2015.
  • TC Energy made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #363 holding.
  • Genesis Wealth Advisors first reported a position in TC Energy in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's TC Energy position peaked at $8.77K in Q4 2014.
  • 351 funds tracked by Wall St. Rank held TC Energy as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.