HFP
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Holistic Financial Partners’s TC Energy TRP Stock Holding History

Holistic Financial Partners’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
2020
Q1 		– Sell
-3,918
Closed -$209K – 107
2019
Q4 		$209K Hold
3,918
– – 0.13% 104
2019
Q3 		$203K Buy
+3,918
New +$196K 0.18% 80
2018
Q2 		– Sell
-3,918
Closed -$162K – 331
2018
Q1 		$162K Hold
3,918
– – 0.14% 83
2017
Q4 		$191K Buy
+3,918
New +$191K 0.16% 75

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Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HFA
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Holistic Financial Partners's TRP Position: Q1 2020 in Review

Holistic Financial Partners sold out of TC Energy (TRP) in Q1 2020, closing a stake of 3,918 shares — an estimated $209K sold.

Holistic Financial Partners first reported a position in TRP in Q4 2017 and held it in 4 quarters. The position peaked at $209K in Q4 2019. 462 funds tracked by Wall St. Rank hold TRP as of Q1 2020.

  • Holistic Financial Partners reported no remaining TC Energy position as of Q1 2020 after selling out during the quarter.
  • Holistic Financial Partners sold 3,918 TC Energy shares in Q1 2020, an estimated $209K.
  • Holistic Financial Partners first reported a position in TC Energy in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's TC Energy position peaked at $209K in Q4 2019.
  • 462 funds tracked by Wall St. Rank held TC Energy as of Q1 2020.

Based on Holistic Financial Partners's 13F filing for Q1 2020, filed 5 May 2020.