LWAC
TCP

Laurel Wealth Advisors (California)’s TC Pipelines LP TCP Stock Holding History

Laurel Wealth Advisors (California)’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
-13,745
Closed -$405K – 499
2020
Q4 		$405K Buy
13,745
+1,450
+12% +$43.3K 0.06% 283
2020
Q3 		$315K Buy
12,295
+5,715
+87% +$174K 0.05% 289
2020
Q2 		$204K Buy
+6,580
New +$217K 0.04% 372
2020
Q1 		– Sell
-6,474
Closed -$274K – 459
2019
Q4 		$274K Sell
6,474
-3,394
-34% -$134K 0.05% 371
2019
Q3 		$401K Buy
9,868
+2,207
+29% +$86.1K 0.07% 291
2019
Q2 		$288K Buy
7,661
+506
+7% +$18.5K 0.06% 316
2019
Q1 		$267K Buy
7,155
+8
+0.1% +$268 0.07% 309
2018
Q4 		$229K Buy
7,147
+7
+0.1% +$214 0.07% 296
2018
Q3 		$216K Buy
+7,140
New +$225K 0.05% 357
2018
Q2 		– Sell
-7,175
Closed -$248K – 395
2018
Q1 		$248K Sell
7,175
-6,144
-46% -$303K 0.08% 278
2017
Q4 		$707K Buy
13,319
+6
+0% +$315 0.2% 117
2017
Q3 		$696K Buy
13,313
+6
+0% +$323 0.23% 105
2017
Q2 		$731K Buy
13,307
+5
+0% +$286 0.26% 103
2017
Q1 		$793K Sell
13,302
-675
-5% -$40.6K 0.31% 92
2016
Q4 		$822K Sell
13,977
-945
-6% -$51K 0.36% 78
2016
Q3 		$851K Buy
14,922
+355
+2% +$19.2K 0.4% 70
2016
Q2 		$834K Sell
14,567
-5,245
-26% -$284K 0.4% 68
2016
Q1 		$955K Sell
19,812
-914
-4% -$41.4K 0.48% 56
2015
Q4 		$1.03M Buy
+20,726
New +$1.03M 0.53% 55

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 $2.96B AUM 22.49% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TCP Position: Q1 2021 in Review

Laurel Wealth Advisors (California) sold out of TC Pipelines LP (TCP) in Q1 2021, closing a stake of 13,745 shares — an estimated $405K sold.

Laurel Wealth Advisors (California) first reported a position in TCP in Q4 2015 and held it in 19 quarters. The position peaked at $1.03M in Q4 2015. 3 funds tracked by Wall St. Rank hold TCP as of Q1 2021.

  • Laurel Wealth Advisors (California) reported no remaining TC Pipelines LP position as of Q1 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 13,745 TC Pipelines LP shares in Q1 2021, an estimated $405K.
  • Laurel Wealth Advisors (California) first reported a position in TC Pipelines LP in Q4 2015 and held it in 19 quarters.
  • Laurel Wealth Advisors (California)'s TC Pipelines LP position peaked at $1.03M in Q4 2015.
  • 3 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2021, filed 14 May 2021.