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Parisi Gray Wealth Management’s TC Energy TRP Stock Holding History

Parisi Gray Wealth Management’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
2018
Q1 		– Sell
-200
Closed -$10K – 654
2017
Q4 		$10K Buy
+200
New +$9.77K 0.01% 458

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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Parisi Gray Wealth Management's TRP Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of TC Energy (TRP) in Q1 2018, closing a stake of 200 shares — an estimated $10K sold.

Parisi Gray Wealth Management first reported a position in TRP in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 427 funds tracked by Wall St. Rank hold TRP as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining TC Energy position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 200 TC Energy shares in Q1 2018, an estimated $10K.
  • Parisi Gray Wealth Management first reported a position in TC Energy in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's TC Energy position peaked at $10K in Q4 2017.
  • 427 funds tracked by Wall St. Rank held TC Energy as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.