Independent Advisor Alliance’s TC Energy TRP Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-28,251	Closed	-$1.25M	–	540
2020 Q1	$1.25M	Sell	28,251 -410	-1%	-$20.8K	0.18%	99
2019 Q4	$1.53M	Buy	28,661 +451	+2%	+$23.1K	0.07%	286
2019 Q3	$1.46M	Buy	28,210 +193	+0.7%	+$9.64K	0.18%	113
2019 Q2	$1.39M	Buy	28,017 +1,141	+4%	+$54.7K	0.2%	105
2019 Q1	$1.21M	Sell	26,876 -89	-0.3%	-$3.82K	0.17%	119
2018 Q4	$963K	Buy	+26,965	New	+$1.06M	0.17%	121

Other funds holding TRP

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

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

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

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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Independent Advisor Alliance's TRP Position: Q2 2020 in Review

Independent Advisor Alliance sold out of TC Energy (TRP) in Q2 2020, closing a stake of 28,251 shares — an estimated $1.25M sold.

Independent Advisor Alliance first reported a position in TRP in Q4 2018 and held it in 6 quarters. The position peaked at $1.53M in Q4 2019. 465 funds tracked by Wall St. Rank hold TRP as of Q2 2020.

Independent Advisor Alliance reported no remaining TC Energy position as of Q2 2020 after selling out during the quarter.
Independent Advisor Alliance sold 28,251 TC Energy shares in Q2 2020, an estimated $1.25M.
Independent Advisor Alliance first reported a position in TC Energy in Q4 2018 and held it in 6 quarters.
Independent Advisor Alliance's TC Energy position peaked at $1.53M in Q4 2019.
465 funds tracked by Wall St. Rank held TC Energy as of Q2 2020.

Based on Independent Advisor Alliance's 13F filing for Q2 2020, filed 6 Aug 2020.