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OTA Financial Group’s TC Energy TRP Stock Holding History

OTA 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
Q1 		– Sell
-32,097
Closed -$1.31M – 80
2020
Q4 		$1.31M Buy
+32,097
New +$1.37M 0.86% 22

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $303B AUM 30.15% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

OTA Financial Group's TRP Position: Q1 2021 in Review

OTA Financial Group sold out of TC Energy (TRP) in Q1 2021, closing a stake of 32,097 shares — an estimated $1.31M sold.

OTA Financial Group first reported a position in TRP in Q4 2020 and held it in 1 quarter. The position peaked at $1.31M in Q4 2020. 521 funds tracked by Wall St. Rank hold TRP as of Q1 2021.

  • OTA Financial Group reported no remaining TC Energy position as of Q1 2021 after selling out during the quarter.
  • OTA Financial Group sold 32,097 TC Energy shares in Q1 2021, an estimated $1.31M.
  • OTA Financial Group first reported a position in TC Energy in Q4 2020 and held it in 1 quarter.
  • OTA Financial Group's TC Energy position peaked at $1.31M in Q4 2020.
  • 521 funds tracked by Wall St. Rank held TC Energy as of Q1 2021.

Based on OTA Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.