PFGIA
TCP

Patriot Financial Group Insurance Agency’s TC Pipelines LP TCP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio TCP Stock Details TCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,369
Closed -$70K – 2119
2020
Q4 		$70K Buy
2,369
+109
+5% +$3.25K 0.02% 588
2020
Q3 		$58K Buy
2,260
+7
+0.3% +$213 0.02% 508
2020
Q2 		$70K Buy
2,253
+7
+0.3% +$230 0.03% 438
2020
Q1 		$62K Sell
2,246
-110
-5% -$4.11K 0.03% 408
2019
Q4 		$100K Buy
2,356
+13
+0.6% +$514 0.04% 341
2019
Q3 		$95K Buy
2,343
+12
+0.5% +$468 0.04% 323
2019
Q2 		$88K Buy
2,331
+13
+0.6% +$475 0.04% 339
2019
Q1 		$87K Sell
2,318
-457
-16% -$15.3K 0.04% 295
2018
Q4 		$89K Sell
2,775
-177
-6% -$5.4K 0.06% 229
2018
Q3 		$90K Buy
2,952
+2,365
+403% +$74.4K 0.05% 212
2018
Q2 		$15K Buy
587
+114
+24% +$3.19K 0.02% 341
2018
Q1 		$16K Buy
473
+5
+1% +$247 0.01% 522
2017
Q4 		$25K Buy
468
+4
+0.9% +$210 0.02% 413
2017
Q3 		$25K Buy
464
+4
+0.9% +$216 0.02% 366
2017
Q2 		$26K Buy
460
+3
+0.7% +$172 0.03% 342
2017
Q1 		$27K Buy
457
+3
+0.7% +$181 0.03% 311
2016
Q4 		$26K Buy
+454
New +$24.5K 0.04% 310

Other funds holding TCP

BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TCP Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of TC Pipelines LP (TCP) in Q1 2021, closing a stake of 2,369 shares — an estimated $70K sold.

Patriot Financial Group Insurance Agency first reported a position in TCP in Q4 2016 and held it in 17 quarters. The position peaked at $100K in Q4 2019. 3 funds tracked by Wall St. Rank hold TCP as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining TC Pipelines LP position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,369 TC Pipelines LP shares in Q1 2021, an estimated $70K.
  • Patriot Financial Group Insurance Agency first reported a position in TC Pipelines LP in Q4 2016 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's TC Pipelines LP position peaked at $100K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held TC Pipelines LP as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.