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Optimum Investment Advisors’s TC Energy TRP Stock Holding History

Optimum 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
2015
Q1 		$30K Sell
700
-450
-39% -$20.1K 0.01% 609
2014
Q4 		$56K Hold
1,150
– – 0.02% 478
2014
Q3 		$59K Hold
1,150
– – 0.02% 442
2014
Q2 		$55K Buy
+1,150
New +$53.7K 0.02% 470

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Optimum Investment Advisors's TRP Position: Q1 2015 in Review

Optimum Investment Advisors reduced its TC Energy (TRP) stake by 39% in Q1 2015, selling an estimated $20.1K and leaving 700 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #609.

Optimum Investment Advisors first reported a position in TRP in Q2 2014 and has held it in 4 quarters since. The position peaked at $59K in Q3 2014. 375 funds tracked by Wall St. Rank hold TRP as of Q1 2015.

  • Optimum Investment Advisors held 700 shares of TC Energy worth $30K as of Q1 2015.
  • Optimum Investment Advisors sold 450 TC Energy shares in Q1 2015, an estimated $20.1K.
  • TC Energy made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #609 holding.
  • Optimum Investment Advisors first reported a position in TC Energy in Q2 2014 and has held it in 4 quarters since.
  • Optimum Investment Advisors's TC Energy position peaked at $59K in Q3 2014.
  • 375 funds tracked by Wall St. Rank held TC Energy as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.