GWM
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Gupta Wealth Management’s TC Energy TRP Stock Holding History

Gupta Wealth 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
2016
Q1 		$19K Hold
479
– – ﹤0.01% 668
2015
Q4 		$16K Buy
479
+147
+44% +$4.87K ﹤0.01% 744
2015
Q3 		$10K Sell
332
-168
-34% -$6.03K ﹤0.01% 913
2015
Q2 		$20K Buy
+500
New +$22K ﹤0.01% 739

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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

Gupta Wealth Management's TRP Position: Q1 2016 in Review

Gupta Wealth Management held its TC Energy (TRP) position steady in Q1 2016 at 479 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Gupta Wealth Management first reported a position in TRP in Q2 2015 and has held it in 4 quarters since. The position peaked at $20K in Q2 2015. 346 funds tracked by Wall St. Rank hold TRP as of Q1 2016.

  • Gupta Wealth Management held 479 shares of TC Energy worth $19K as of Q1 2016.
  • Gupta Wealth Management left its TC Energy share count unchanged in Q1 2016.
  • TC Energy made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #668 holding.
  • Gupta Wealth Management first reported a position in TC Energy in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's TC Energy position peaked at $20K in Q2 2015.
  • 346 funds tracked by Wall St. Rank held TC Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.