Lenox Wealth Advisors’s TC Energy TRP Stock Holding History

Lenox Wealth Advisors’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
2021 Q4	–	Sell	-389	Closed	-$19K	–	1005
2021 Q3	$19K	Hold	389	–	–	﹤0.01%	371
2021 Q2	$19K	Hold	389	–	–	﹤0.01%	372
2021 Q1	$18K	Hold	389	–	–	﹤0.01%	332
2020 Q4	$16K	Hold	389	–	–	﹤0.01%	351
2020 Q3	$16K	Hold	389	–	–	﹤0.01%	322
2020 Q2	$17K	Hold	389	–	–	﹤0.01%	315
2020 Q1	$17K	Sell	389 -98	-20%	-$4.97K	﹤0.01%	293
2019 Q4	$26K	Hold	487	–	–	﹤0.01%	296
2019 Q3	$25K	Buy	487 +389	+397%	+$19.4K	﹤0.01%	262
2019 Q2	$5K	Hold	98	–	–	﹤0.01%	320
2019 Q1	$4K	Hold	98	–	–	﹤0.01%	416
2018 Q4	$3K	Sell	98 -316	-76%	-$12.5K	﹤0.01%	325
2018 Q3	$17K	Hold	414	–	–	﹤0.01%	220
2018 Q2	$18K	Sell	414 -45	-10%	-$1.91K	﹤0.01%	275
2018 Q1	$19K	Buy	459 +361	+368%	+$16.2K	﹤0.01%	278
2017 Q4	$5K	Buy	+98	New	+$4.79K	﹤0.01%	227
2013 Q3	–	Sell	-170	Closed	-$7K	–	290
2013 Q2	$7K	Buy	+170	New	+$8.02K	0.01%	153

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lenox Wealth Advisors's TRP Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of TC Energy (TRP) in Q4 2021, closing a stake of 389 shares — an estimated $19K sold.

Lenox Wealth Advisors first reported a position in TRP in Q2 2013 and held it in 17 quarters. The position peaked at $26K in Q4 2019. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2021.

Lenox Wealth Advisors reported no remaining TC Energy position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 389 TC Energy shares in Q4 2021, an estimated $19K.
Lenox Wealth Advisors first reported a position in TC Energy in Q2 2013 and held it in 17 quarters.
Lenox Wealth Advisors's TC Energy position peaked at $26K in Q4 2019.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.