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Perigon Wealth Management’s TC Energy TRP Stock Holding History

Perigon 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
2017
Q1 		– Sell
-236
Closed -$11K – 707
2016
Q4 		$11K Hold
236
– – ﹤0.01% 554
2016
Q3 		$11K Buy
+236
New +$11K ﹤0.01% 472

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Perigon Wealth Management's TRP Position: Q1 2017 in Review

Perigon Wealth Management sold out of TC Energy (TRP) in Q1 2017, closing a stake of 236 shares — an estimated $11K sold.

Perigon Wealth Management first reported a position in TRP in Q3 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 379 funds tracked by Wall St. Rank hold TRP as of Q1 2017.

  • Perigon Wealth Management reported no remaining TC Energy position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 236 TC Energy shares in Q1 2017, an estimated $11K.
  • Perigon Wealth Management first reported a position in TC Energy in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's TC Energy position peaked at $11K in Q4 2016.
  • 379 funds tracked by Wall St. Rank held TC Energy as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.