HoyleCohen’s TC Energy TRP Stock Holding History

HoyleCohen’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
2023 Q1	–	Sell	-5,600	Closed	-$223K	–	268
2022 Q4	$223K	Hold	5,600	–	–	0.02%	248
2022 Q3	$226K	Hold	5,600	–	–	0.02%	229
2022 Q2	$290K	Hold	5,600	–	–	0.03%	213
2022 Q1	$316K	Hold	5,600	–	–	0.03%	220
2021 Q4	$261K	Hold	5,600	–	–	0.02%	249
2021 Q3	$269K	Hold	5,600	–	–	0.03%	231
2021 Q2	$277K	Sell	5,600 -300	-5%	-$15K	0.02%	228
2021 Q1	$270K	Sell	5,900 -500	-8%	-$22.2K	0.03%	226
2020 Q4	$261K	Hold	6,400	–	–	0.03%	204
2020 Q3	$269K	Hold	6,400	–	–	0.04%	183
2020 Q2	$274K	Hold	6,400	–	–	0.05%	162
2020 Q1	$284K	Hold	6,400	–	–	0.06%	155
2019 Q4	$341K	Hold	6,400	–	–	0.05%	160
2019 Q3	$331K	Hold	6,400	–	–	0.06%	162
2019 Q2	$317K	Hold	6,400	–	–	0.06%	161
2019 Q1	$288K	Hold	6,400	–	–	0.05%	156
2018 Q4	$228K	Hold	6,400	–	–	0.05%	155
2018 Q3	$259K	Sell	6,400 -300	-4%	-$13K	0.05%	149
2018 Q2	$289K	Sell	6,700 -500	-7%	-$21.2K	0.06%	139
2018 Q1	$297K	Sell	7,200 -200	-3%	-$8.98K	0.06%	135
2017 Q4	$360K	Buy	+7,400	New	+$361K	0.07%	126

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

HoyleCohen's TRP Position: Q1 2023 in Review

HoyleCohen sold out of TC Energy (TRP) in Q1 2023, closing a stake of 5,600 shares — an estimated $223K sold.

HoyleCohen first reported a position in TRP in Q4 2017 and held it in 21 quarters. The position peaked at $360K in Q4 2017. 516 funds tracked by Wall St. Rank hold TRP as of Q1 2023.

HoyleCohen reported no remaining TC Energy position as of Q1 2023 after selling out during the quarter.
HoyleCohen sold 5,600 TC Energy shares in Q1 2023, an estimated $223K.
HoyleCohen first reported a position in TC Energy in Q4 2017 and held it in 21 quarters.
HoyleCohen's TC Energy position peaked at $360K in Q4 2017.
516 funds tracked by Wall St. Rank held TC Energy as of Q1 2023.

Based on HoyleCohen's 13F filing for Q1 2023, filed 5 May 2023.