Genovese Burford & Brothers Wealth & Retirement Plan Management’s TC Energy TRP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q3	–	Sell	-450	Closed	-$19K	–	348
2018 Q2	$19K	Hold	450	–	–	0.01%	256
2018 Q1	$19K	Hold	450	–	–	0.01%	262
2017 Q4	$21K	Buy	450 +250	+125%	+$12.2K	0.05%	144
2017 Q3	$9K	Hold	200	–	–	﹤0.01%	291
2017 Q2	$9K	Hold	200	–	–	﹤0.01%	282
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	295
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	324
2016 Q3	$9K	Hold	200	–	–	﹤0.01%	309
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	283
2016 Q1	$7K	Hold	200	–	–	﹤0.01%	293
2015 Q4	$7K	Buy	+200	New	+$6.62K	﹤0.01%	280

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's TRP Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of TC Energy (TRP) in Q3 2018, closing a stake of 450 shares — an estimated $19K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in TRP in Q4 2015 and held it in 11 quarters. The position peaked at $21K in Q4 2017. 420 funds tracked by Wall St. Rank hold TRP as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining TC Energy position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 450 TC Energy shares in Q3 2018, an estimated $19K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in TC Energy in Q4 2015 and held it in 11 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's TC Energy position peaked at $21K in Q4 2017.
420 funds tracked by Wall St. Rank held TC Energy as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.