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Independent Portfolio Consultants’s TC Energy TRP Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$326K Sell
6,843
-1,862
-21% -$87.5K 0.14% 229
2017
Q1 		$402K Sell
8,705
-1,200
-12% -$56K 0.14% 235
2016
Q4 		$447K Sell
9,905
-445
-4% -$20.2K 0.15% 227
2016
Q3 		$492K Sell
10,350
-315
-3% -$14.7K 0.15% 236
2016
Q2 		$482K Sell
10,665
-3,235
-23% -$133K 0.15% 222
2016
Q1 		$546K Buy
13,900
+815
+6% +$28.5K 0.15% 198
2015
Q4 		$426K Sell
13,085
-1,410
-10% -$46.7K 0.13% 221
2015
Q3 		$458K Sell
14,495
-12,550
-46% -$451K 0.1% 258
2015
Q2 		$1.1M Sell
27,045
-7,780
-22% -$342K 0.22% 153
2015
Q1 		$1.49M Buy
34,825
+1,020
+3% +$45.5K 0.3% 118
2014
Q4 		$1.66M Buy
33,805
+20,380
+152% +$988K 0.33% 105
2014
Q3 		$692K Sell
13,425
-540
-4% -$27.9K 0.19% 150
2014
Q2 		$666K Buy
13,965
+2,385
+21% +$111K 0.19% 157
2014
Q1 		$527K Buy
11,580
+45
+0.4% +$2K 0.17% 208
2013
Q4 		$527K Buy
11,535
+3,610
+46% +$161K 0.18% 206
2013
Q3 		$348K Buy
7,925
+640
+9% +$28.5K 0.14% 322
2013
Q2 		$314K Buy
+7,285
New +$344K 0.14% 313

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Independent Portfolio Consultants's TRP Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its TC Energy (TRP) stake by 21% in Q2 2017, selling an estimated $87.5K and leaving 6,843 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #229.

Independent Portfolio Consultants first reported a position in TRP in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.66M in Q4 2014. 390 funds tracked by Wall St. Rank hold TRP as of Q2 2017.

  • Independent Portfolio Consultants held 6,843 shares of TC Energy worth $326K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,862 TC Energy shares in Q2 2017, an estimated $87.5K.
  • TC Energy made up 0.14% of Independent Portfolio Consultants's portfolio in Q2 2017, its #229 holding.
  • Independent Portfolio Consultants first reported a position in TC Energy in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's TC Energy position peaked at $1.66M in Q4 2014.
  • 390 funds tracked by Wall St. Rank held TC Energy as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.