LWM
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Lenox Wealth Management’s TC Energy TRP Stock Holding History

Lenox Wealth Management’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
Q2 		$1K Hold
36
– – ﹤0.01% 710
2020
Q1 		$1K Sell
36
-49
-58% -$2.48K ﹤0.01% 679
2019
Q4 		$5K Buy
85
+45
+113% +$2.31K ﹤0.01% 546
2019
Q3 		$2K Hold
40
– – ﹤0.01% 638
2019
Q2 		$2K Buy
+40
New +$1.92K ﹤0.01% 611

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lenox Wealth Management's TRP Position: Q2 2020 in Review

Lenox Wealth Management held its TC Energy (TRP) position steady in Q2 2020 at 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Lenox Wealth Management first reported a position in TRP in Q2 2019 and has held it in 5 quarters since. The position peaked at $5K in Q4 2019. 465 funds tracked by Wall St. Rank hold TRP as of Q2 2020.

  • Lenox Wealth Management held 36 shares of TC Energy worth $1K as of Q2 2020.
  • Lenox Wealth Management left its TC Energy share count unchanged in Q2 2020.
  • TC Energy made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #710 holding.
  • Lenox Wealth Management first reported a position in TC Energy in Q2 2019 and has held it in 5 quarters since.
  • Lenox Wealth Management's TC Energy position peaked at $5K in Q4 2019.
  • 465 funds tracked by Wall St. Rank held TC Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.