Howe & Rusling’s TC Energy TRP Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-210	Closed	-$8K	–	979
2022 Q3	$8K	Buy	+210	New	+$10.4K	﹤0.01%	581
2017 Q3	–	Sell	-133	Closed	-$6K	–	968
2017 Q2	$6K	Hold	133	–	–	﹤0.01%	602
2017 Q1	$6K	Hold	133	–	–	﹤0.01%	632
2016 Q4	$6K	Hold	133	–	–	﹤0.01%	637
2016 Q3	$6K	Buy	+133	New	+$6.21K	﹤0.01%	636
2014 Q3	–	Sell	-1,124	Closed	-$54K	–	938
2014 Q2	$54K	Sell	1,124 -542	-33%	-$25.3K	0.01%	298
2014 Q1	$76K	Buy	1,666 +493	+42%	+$21.9K	0.02%	252
2013 Q4	$54K	Sell	1,173 -525	-31%	-$23.4K	0.01%	288
2013 Q3	$75K	Buy	1,698 +23	+1%	+$1.02K	0.03%	243
2013 Q2	$72K	Buy	+1,675	New	+$79K	0.02%	273

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Howe & Rusling's TRP Position: Q4 2022 in Review

Howe & Rusling sold out of TC Energy (TRP) in Q4 2022, closing a stake of 210 shares — an estimated $8K sold.

Howe & Rusling first reported a position in TRP in Q2 2013 and held it in 10 quarters. The position peaked at $76K in Q1 2014. 543 funds tracked by Wall St. Rank hold TRP as of Q4 2022.

Howe & Rusling reported no remaining TC Energy position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 210 TC Energy shares in Q4 2022, an estimated $8K.
Howe & Rusling first reported a position in TC Energy in Q2 2013 and held it in 10 quarters.
Howe & Rusling's TC Energy position peaked at $76K in Q1 2014.
543 funds tracked by Wall St. Rank held TC Energy as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.