Mark Sheptoff Financial Planning’s TC Energy TRP Stock Holding History

Mark Sheptoff Financial Planning’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 Q2	–	Sell	-100	Closed	-$5K	–	430
2021 Q1	$5K	Buy	+100	New	+$4.43K	﹤0.01%	322
2015 Q3	–	Sell	-500	Closed	-$20K	–	445
2015 Q2	$20K	Hold	500	–	–	0.02%	226
2015 Q1	$21K	Hold	500	–	–	0.02%	218
2014 Q4	$25K	Hold	500	–	–	0.02%	202
2014 Q3	$26K	Buy	500 +200	+67%	+$10.3K	0.02%	207
2014 Q2	$14K	Sell	300 -200	-40%	-$9.34K	0.01%	251
2014 Q1	$23K	Buy	+500	New	+$22.2K	0.02%	227

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mark Sheptoff Financial Planning's TRP Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of TC Energy (TRP) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in TRP in Q1 2014 and held it in 7 quarters. The position peaked at $26K in Q3 2014. 516 funds tracked by Wall St. Rank hold TRP as of Q2 2021.

Mark Sheptoff Financial Planning reported no remaining TC Energy position as of Q2 2021 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 100 TC Energy shares in Q2 2021, an estimated $5K.
Mark Sheptoff Financial Planning first reported a position in TC Energy in Q1 2014 and held it in 7 quarters.
Mark Sheptoff Financial Planning's TC Energy position peaked at $26K in Q3 2014.
516 funds tracked by Wall St. Rank held TC Energy as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.