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Morningstar Investment Management’s TC Energy TRP Stock Holding History

Morningstar Investment 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
2021
Q3 		– Sell
-269,569
Closed -$13.3M – 49
2021
Q2 		$13.3M Buy
+269,569
New +$13.5M 1.49% 21

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Morningstar Investment Management's TRP Position: Q3 2021 in Review

Morningstar Investment Management sold out of TC Energy (TRP) in Q3 2021, closing a stake of 269,569 shares — an estimated $13.3M sold.

Morningstar Investment Management first reported a position in TRP in Q2 2021 and held it in 1 quarter. The position peaked at $13.3M in Q2 2021. 506 funds tracked by Wall St. Rank hold TRP as of Q3 2021.

  • Morningstar Investment Management reported no remaining TC Energy position as of Q3 2021 after selling out during the quarter.
  • Morningstar Investment Management sold 269,569 TC Energy shares in Q3 2021, an estimated $13.3M.
  • Morningstar Investment Management first reported a position in TC Energy in Q2 2021 and held it in 1 quarter.
  • Morningstar Investment Management's TC Energy position peaked at $13.3M in Q2 2021.
  • 506 funds tracked by Wall St. Rank held TC Energy as of Q3 2021.

Based on Morningstar Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.