KFS
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KMS Financial Services’s TC Energy TRP Stock Holding History

KMS Financial Services’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
2014
Q3 		$342K Buy
6,629
+415
+7% +$21.4K 0.05% 348
2014
Q2 		$297K Buy
6,214
+898
+17% +$41.9K 0.04% 386
2014
Q1 		$242K Buy
+5,316
New +$236K 0.04% 433

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KMS Financial Services's TRP Position: Q3 2014 in Review

KMS Financial Services increased its TC Energy (TRP) stake by 6.7% in Q3 2014, buying an estimated $21.4K and bringing the position to 6,629 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #348.

KMS Financial Services first reported a position in TRP in Q1 2014 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold TRP as of Q3 2014.

  • KMS Financial Services held 6,629 shares of TC Energy worth $342K as of Q3 2014.
  • KMS Financial Services bought 415 TC Energy shares in Q3 2014, an estimated $21.4K.
  • TC Energy made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #348 holding.
  • KMS Financial Services first reported a position in TC Energy in Q1 2014 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held TC Energy as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.