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Institute for Wealth Management’s TC Energy TRP Stock Holding History

Institute for Wealth Management’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
2013
Q3 		– Sell
-100
Closed -$4K – 113
2013
Q2 		$4K Buy
+100
New +$4.72K ﹤0.01% 105

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institute for Wealth Management's TRP Position: Q3 2013 in Review

Institute for Wealth Management sold out of TC Energy (TRP) in Q3 2013, closing a stake of 100 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in TRP in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 304 funds tracked by Wall St. Rank hold TRP as of Q3 2013.

  • Institute for Wealth Management reported no remaining TC Energy position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 100 TC Energy shares in Q3 2013, an estimated $4K.
  • Institute for Wealth Management first reported a position in TC Energy in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's TC Energy position peaked at $4K in Q2 2013.
  • 304 funds tracked by Wall St. Rank held TC Energy as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.