OneDigital Investment Advisors’s TC Energy TRP Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-458	Closed	-$23K	–	1104
2019 Q2	$23K	Hold	458	–	–	﹤0.01%	776
2019 Q1	$21K	Hold	458	–	–	﹤0.01%	718
2018 Q4	$16K	Buy	+458	New	+$18.1K	﹤0.01%	752
2018 Q3	–	Sell	-458	Closed	-$20K	–	1233
2018 Q2	$20K	Sell	458 -50	-10%	-$2.12K	﹤0.01%	811
2018 Q1	$21K	Hold	508	–	–	﹤0.01%	807
2017 Q4	$25K	Hold	508	–	–	﹤0.01%	727
2017 Q3	$25K	Buy	508 +50	+11%	+$2.51K	0.01%	580
2017 Q2	$22K	Buy	+458	New	+$21.5K	0.01%	717

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

OneDigital Investment Advisors's TRP Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of TC Energy (TRP) in Q3 2019, closing a stake of 458 shares — an estimated $23K sold.

OneDigital Investment Advisors first reported a position in TRP in Q2 2017 and held it in 8 quarters. The position peaked at $25K in Q4 2017. 444 funds tracked by Wall St. Rank hold TRP as of Q3 2019.

OneDigital Investment Advisors reported no remaining TC Energy position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 458 TC Energy shares in Q3 2019, an estimated $23K.
OneDigital Investment Advisors first reported a position in TC Energy in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's TC Energy position peaked at $25K in Q4 2017.
444 funds tracked by Wall St. Rank held TC Energy as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.