NFG
TCP

Next Financial Group’s TC Pipelines LP TCP Stock Holding History

Next Financial Group’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-75
Closed -$2K – 2683
2020
Q4 		$2K Hold
75
– – ﹤0.01% 2239
2020
Q3 		$2K Buy
+75
New +$2.28K ﹤0.01% 2070
2020
Q2 		– Sell
-75
Closed -$2K – 2109
2020
Q1 		$2K Hold
75
– – ﹤0.01% 1971
2019
Q4 		$3K Hold
75
– – ﹤0.01% 2127
2019
Q3 		$3K Hold
75
– – ﹤0.01% 2070
2019
Q2 		$3K Buy
+75
New +$2.74K ﹤0.01% 2069
2019
Q1 		– Sell
-75
Closed -$2K – 2234
2018
Q4 		$2K Buy
+75
New +$2.29K ﹤0.01% 1796
2017
Q4 		– Sell
-770
Closed -$42K – 1582
2017
Q3 		$42K Sell
770
-200
-21% -$10.8K 0.01% 753
2017
Q2 		$53K Hold
970
– – 0.01% 767
2017
Q1 		$59K Sell
970
-200
-17% -$12K 0.02% 666
2016
Q4 		$69K Hold
1,170
– – 0.01% 826
2016
Q3 		$67K Buy
1,170
+350
+43% +$18.9K 0.01% 818
2016
Q2 		$46K Hold
820
– – 0.01% 685
2016
Q1 		$39K Sell
820
-200
-20% -$9.06K 0.01% 702
2015
Q4 		$50K Sell
1,020
-200
-16% -$9.9K 0.02% 622
2015
Q3 		$58K Hold
1,220
– – 0.02% 591
2015
Q2 		$69K Hold
1,220
– – 0.02% 576
2015
Q1 		$79K Hold
1,220
– – 0.03% 531
2014
Q4 		$87K Sell
1,220
-650
-35% -$44.6K 0.03% 505
2014
Q3 		$127K Buy
+1,870
New +$105K 0.03% 586

Other funds holding TCP

BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return

Next Financial Group's TCP Position: Q1 2021 in Review

Next Financial Group sold out of TC Pipelines LP (TCP) in Q1 2021, closing a stake of 75 shares — an estimated $2K sold.

Next Financial Group first reported a position in TCP in Q3 2014 and held it in 20 quarters. The position peaked at $127K in Q3 2014. 3 funds tracked by Wall St. Rank hold TCP as of Q1 2021.

  • Next Financial Group reported no remaining TC Pipelines LP position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 75 TC Pipelines LP shares in Q1 2021, an estimated $2K.
  • Next Financial Group first reported a position in TC Pipelines LP in Q3 2014 and held it in 20 quarters.
  • Next Financial Group's TC Pipelines LP position peaked at $127K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.