Keystone Financial Group (Kentucky)’s TC Energy TRP Stock Holding History

Keystone Financial Group (Kentucky)’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 Q4	–	Sell	-5,075	Closed	-$213K	–	269
2020 Q3	$213K	Sell	5,075 -247	-5%	-$11.3K	0.05%	222
2020 Q2	$228K	Buy	5,322 +3	+0.1%	+$135	0.06%	199
2020 Q1	$236K	Hold	5,319	–	–	0.08%	173
2019 Q4	$284K	Hold	5,319	–	–	0.08%	187
2019 Q3	$275K	Buy	5,319 +154	+3%	+$7.69K	0.08%	183
2019 Q2	$256K	Hold	5,165	–	–	0.08%	184
2019 Q1	$232K	Buy	+5,165	New	+$222K	0.08%	189
2018 Q4	–	Sell	-5,165	Closed	-$214K	–	190
2018 Q3	$214K	Buy	+5,165	New	+$224K	0.09%	176

Other funds holding TRP

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Keystone Financial Group (Kentucky)'s TRP Position: Q4 2020 in Review

Keystone Financial Group (Kentucky) sold out of TC Energy (TRP) in Q4 2020, closing a stake of 5,075 shares — an estimated $213K sold.

Keystone Financial Group (Kentucky) first reported a position in TRP in Q3 2018 and held it in 8 quarters. The position peaked at $284K in Q4 2019. 477 funds tracked by Wall St. Rank hold TRP as of Q4 2020.

Keystone Financial Group (Kentucky) reported no remaining TC Energy position as of Q4 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,075 TC Energy shares in Q4 2020, an estimated $213K.
Keystone Financial Group (Kentucky) first reported a position in TC Energy in Q3 2018 and held it in 8 quarters.
Keystone Financial Group (Kentucky)'s TC Energy position peaked at $284K in Q4 2019.
477 funds tracked by Wall St. Rank held TC Energy as of Q4 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2020, filed 10 Feb 2021.