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Institutional & Family Asset Management’s TC Energy TRP Stock Holding History

Institutional & Family Asset 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
2020
Q1 		– Sell
-36
Closed -$2K – 908
2019
Q4 		$2K Hold
36
– – ﹤0.01% 766
2019
Q3 		$2K Sell
36
-40
-53% -$2K ﹤0.01% 734
2019
Q2 		$4K Buy
76
+27
+55% +$1.29K ﹤0.01% 635
2019
Q1 		$2K Buy
+49
New +$2.11K ﹤0.01% 743

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Institutional & Family Asset Management's TRP Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of TC Energy (TRP) in Q1 2020, closing a stake of 36 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in TRP in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 462 funds tracked by Wall St. Rank hold TRP as of Q1 2020.

  • Institutional & Family Asset Management reported no remaining TC Energy position as of Q1 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 36 TC Energy shares in Q1 2020, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in TC Energy in Q1 2019 and held it in 4 quarters.
  • Institutional & Family Asset Management's TC Energy position peaked at $4K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held TC Energy as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.