LF
TCP

Lee Financial’s TC Pipelines LP TCP Stock Holding History

Lee Financial’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
-6,500
Closed -$191K – 529
2020
Q4 		$191K Sell
6,500
-174
-3% -$5.19K 0.05% 120
2020
Q3 		$170K Hold
6,674
– – 0.05% 123
2020
Q2 		$207K Buy
6,674
+29
+0.4% +$954 0.06% 120
2020
Q1 		$183K Buy
6,645
+145
+2% +$5.41K 0.06% 108
2019
Q4 		$275K Hold
6,500
– – 0.06% 110
2019
Q3 		$264K Hold
6,500
– – 0.06% 109
2019
Q2 		$245K Hold
6,500
– – 0.06% 120
2019
Q1 		$243K Hold
6,500
– – 0.06% 119
2018
Q4 		$209K Hold
6,500
– – 0.06% 112
2018
Q3 		$197K Hold
6,500
– – 0.05% 127
2018
Q2 		$169K Buy
+6,500
New +$182K 0.04% 175

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 $1.44B AUM 21.92% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

Lee Financial's TCP Position: Q1 2021 in Review

Lee Financial sold out of TC Pipelines LP (TCP) in Q1 2021, closing a stake of 6,500 shares — an estimated $191K sold.

Lee Financial first reported a position in TCP in Q2 2018 and held it in 11 quarters. The position peaked at $275K in Q4 2019. 3 funds tracked by Wall St. Rank hold TCP as of Q1 2021.

  • Lee Financial reported no remaining TC Pipelines LP position as of Q1 2021 after selling out during the quarter.
  • Lee Financial sold 6,500 TC Pipelines LP shares in Q1 2021, an estimated $191K.
  • Lee Financial first reported a position in TC Pipelines LP in Q2 2018 and held it in 11 quarters.
  • Lee Financial's TC Pipelines LP position peaked at $275K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2021.

Based on Lee Financial's 13F filing for Q1 2021, filed 13 May 2021.