Kore Private Wealth’s TC Energy TRP Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-24	Closed	-$1K	–	1015
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	1128
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	1028
2019 Q4	$1K	Buy	+24	New	+$1.23K	﹤0.01%	1016
2019 Q2	–	Sell	-48	Closed	-$2K	–	740
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	863
2018 Q4	$2K	Buy	+48	New	+$1.89K	﹤0.01%	815

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Kore Private Wealth's TRP Position: Q3 2020 in Review

Kore Private Wealth sold out of TC Energy (TRP) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in TRP in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 467 funds tracked by Wall St. Rank hold TRP as of Q3 2020.

Kore Private Wealth reported no remaining TC Energy position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 24 TC Energy shares in Q3 2020, an estimated $1K.
Kore Private Wealth first reported a position in TC Energy in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's TC Energy position peaked at $2K in Q1 2019.
467 funds tracked by Wall St. Rank held TC Energy as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.