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McKinley Carter Wealth Services’s TC Energy TRP Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-45
Closed -$2K – 356
2018
Q1 		$2K Buy
+45
New +$2.02K ﹤0.01% 430

Other funds holding TRP

Royal Bank of Canada
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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

McKinley Carter Wealth Services's TRP Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of TC Energy (TRP) in Q2 2018, closing a stake of 45 shares — an estimated $2K sold.

McKinley Carter Wealth Services first reported a position in TRP in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 411 funds tracked by Wall St. Rank hold TRP as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining TC Energy position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 45 TC Energy shares in Q2 2018, an estimated $2K.
  • McKinley Carter Wealth Services first reported a position in TC Energy in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's TC Energy position peaked at $2K in Q1 2018.
  • 411 funds tracked by Wall St. Rank held TC Energy as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.