IFAM
TCP

Institutional & Family Asset Management’s TC Pipelines LP TCP Stock Holding History

Institutional & Family Asset Management’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,774
Closed -$199K – 1020
2020
Q4 		$199K Sell
6,774
-465
-6% -$13.9K 0.04% 186
2020
Q3 		$185K Buy
7,239
+174
+2% +$5.3K 0.04% 179
2020
Q2 		$219K Hold
7,065
– – 0.05% 165
2020
Q1 		$194K Buy
+7,065
New +$264K 0.04% 150
2018
Q2 		– Sell
-8,305
Closed -$288K – 895
2018
Q1 		$288K Sell
8,305
-5,850
-41% -$288K 0.06% 149
2017
Q4 		$752K Sell
14,155
-1,820
-11% -$95.7K 0.14% 92
2017
Q3 		$836K Buy
+15,975
New +$861K 0.17% 89

Other funds holding TCP

BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Institutional & Family Asset Management's TCP Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of TC Pipelines LP (TCP) in Q1 2021, closing a stake of 6,774 shares — an estimated $199K sold.

Institutional & Family Asset Management first reported a position in TCP in Q3 2017 and held it in 7 quarters. The position peaked at $836K in Q3 2017. 3 funds tracked by Wall St. Rank hold TCP as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining TC Pipelines LP position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6,774 TC Pipelines LP shares in Q1 2021, an estimated $199K.
  • Institutional & Family Asset Management first reported a position in TC Pipelines LP in Q3 2017 and held it in 7 quarters.
  • Institutional & Family Asset Management's TC Pipelines LP position peaked at $836K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.