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Next Financial Group’s TC Energy TRP Stock Holding History

Next Financial Group’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
Q4 		$79K Buy
1,694
+444
+36% +$22K 0.01% 1287
2021
Q3 		$60K Buy
1,250
+254
+26% +$12.3K ﹤0.01% 1338
2021
Q2 		$49K Buy
996
+4
+0.4% +$200 ﹤0.01% 1391
2021
Q1 		$45K Sell
992
-88
-8% -$3.9K ﹤0.01% 1322
2020
Q4 		$44K Sell
1,080
-1,026
-49% -$43.7K ﹤0.01% 1240
2020
Q3 		$88K Buy
+2,106
New +$96.4K 0.01% 914
2020
Q2 		– Sell
-2,579
Closed -$113K – 1793
2020
Q1 		$113K Buy
2,579
+1,820
+240% +$92.2K 0.01% 725
2019
Q4 		$40K Sell
759
-88
-10% -$4.51K ﹤0.01% 1276
2019
Q3 		$44K Buy
847
+206
+32% +$10.3K ﹤0.01% 1183
2019
Q2 		$32K Buy
641
+145
+29% +$6.95K ﹤0.01% 1312
2019
Q1 		$22K Sell
496
-368
-43% -$15.8K 0.01% 940
2018
Q4 		$31K Buy
864
+235
+37% +$9.27K 0.01% 956
2018
Q3 		$25K Buy
+629
New +$27.3K 0.01% 720
2017
Q4 		– Sell
-865
Closed -$43K – 1322
2017
Q3 		$43K Buy
865
+330
+62% +$16.6K 0.01% 741
2017
Q2 		$26K Hold
535
– – 0.01% 988
2017
Q1 		$25K Sell
535
-780
-59% -$36.4K 0.01% 965
2016
Q4 		$59K Sell
1,315
-35
-3% -$1.59K 0.01% 887
2016
Q3 		$64K Buy
1,350
+380
+39% +$17.8K 0.01% 845
2016
Q2 		$43K Sell
970
-115
-11% -$4.75K 0.01% 701
2016
Q1 		$42K Buy
1,085
+300
+38% +$10.5K 0.01% 680
2015
Q4 		$25K Buy
785
+170
+28% +$5.63K 0.01% 859
2015
Q3 		$19K Sell
615
-500
-45% -$17.9K 0.01% 973
2015
Q2 		$45K Hold
1,115
– – 0.02% 705
2015
Q1 		$47K Hold
1,115
– – 0.02% 685
2014
Q4 		$55K Buy
1,115
+230
+26% +$11.1K 0.02% 620
2014
Q3 		$46K Buy
+885
New +$45.7K 0.01% 988

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Next Financial Group's TRP Position: Q4 2021 in Review

Next Financial Group increased its TC Energy (TRP) stake by 36% in Q4 2021, buying an estimated $22K and bringing the position to 1,694 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #1287.

Next Financial Group first reported a position in TRP in Q3 2014 and has held it in 26 quarters since. The position peaked at $113K in Q1 2020. 517 funds tracked by Wall St. Rank hold TRP as of Q4 2021.

  • Next Financial Group held 1,694 shares of TC Energy worth $79K as of Q4 2021.
  • Next Financial Group bought 444 TC Energy shares in Q4 2021, an estimated $22K.
  • TC Energy made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1287 holding.
  • Next Financial Group first reported a position in TC Energy in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's TC Energy position peaked at $113K in Q1 2020.
  • 517 funds tracked by Wall St. Rank held TC Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.