HWA
TCP

Heritage Wealth Advisors’s TC Pipelines LP TCP Stock Holding History

Heritage Wealth Advisors’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,447
Closed -$622K – 101
2017
Q1 		$622K Buy
+10,447
New +$629K 0.34% 53
2015
Q1 		– Sell
-6,322
Closed -$450K – 96
2014
Q4 		$450K Buy
6,322
+173
+3% +$11.9K 0.4% 53
2014
Q3 		$418K Buy
6,149
+122
+2% +$6.82K 0.43% 45
2014
Q2 		$314K Buy
6,027
+66
+1% +$3.37K 0.34% 53
2014
Q1 		$289K Sell
5,961
-3,961
-40% -$185K 0.33% 53
2013
Q4 		$479K Buy
+9,922
New +$477K 0.6% 34

Other funds holding TCP

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Argyll Research Wilmington, Delaware $377M AUM 4.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Advisors's TCP Position: Q2 2017 in Review

Heritage Wealth Advisors sold out of TC Pipelines LP (TCP) in Q2 2017, closing a stake of 10,447 shares — an estimated $622K sold.

Heritage Wealth Advisors first reported a position in TCP in Q4 2013 and held it in 6 quarters. The position peaked at $622K in Q1 2017. 184 funds tracked by Wall St. Rank hold TCP as of Q2 2017.

  • Heritage Wealth Advisors reported no remaining TC Pipelines LP position as of Q2 2017 after selling out during the quarter.
  • Heritage Wealth Advisors sold 10,447 TC Pipelines LP shares in Q2 2017, an estimated $622K.
  • Heritage Wealth Advisors first reported a position in TC Pipelines LP in Q4 2013 and held it in 6 quarters.
  • Heritage Wealth Advisors's TC Pipelines LP position peaked at $622K in Q1 2017.
  • 184 funds tracked by Wall St. Rank held TC Pipelines LP as of Q2 2017.

Based on Heritage Wealth Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.