Plante Moran Financial Advisors’s TC Energy TRP Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-73	Closed	-$3.47K	–	992
2024 Q3	$3.47K	Buy	+73	New	+$3.17K	﹤0.01%	716
2022 Q1	–	Sell	-29	Closed	-$1K	–	1024
2021 Q4	$1K	Buy	+29	New	+$1.43K	﹤0.01%	984
2021 Q1	–	Sell	-12	Closed	–	–	1143
2020 Q4	$0	Buy	+12	New	+$511	﹤0.01%	1024
2018 Q2	–	Sell	-583	Closed	-$24K	–	969
2018 Q1	$24K	Sell	583 -125	-18%	-$5.61K	0.01%	471
2017 Q4	$34K	Hold	708	–	–	0.02%	417
2017 Q3	$35K	Hold	708	–	–	0.02%	381
2017 Q2	$34K	Buy	+708	New	+$33.3K	0.02%	384
2016 Q4	–	Sell	-500	Closed	-$24K	–	1038
2016 Q3	$24K	Buy	+500	New	+$23.4K	0.02%	461
2016 Q2	–	Sell	-166	Closed	-$7K	–	938
2016 Q1	$7K	Buy	+166	New	+$5.81K	0.01%	544
2015 Q3	–	Sell	-300	Closed	-$12K	–	745
2015 Q2	$12K	Hold	300	–	–	0.01%	499
2015 Q1	$13K	Hold	300	–	–	0.01%	480
2014 Q4	$15K	Hold	300	–	–	0.01%	457
2014 Q3	$15K	Hold	300	–	–	0.01%	458
2014 Q2	$14K	Buy	+300	New	+$14K	0.01%	444

Other funds holding TRP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $245B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return