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Prestige Wealth Management Group’s TransAlta TAC Stock Holding History

Prestige Wealth Management Group’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-73
Closed – – 1057
2018
Q4 		$0 Buy
+73
New +$382 ﹤0.01% 1288

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LIA
LSP Investment Advisors New York $138M AUM 21.81% 1-Year Est. Return

Prestige Wealth Management Group's TAC Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of TransAlta (TAC) in Q1 2019, closing a stake of 73 shares.

Prestige Wealth Management Group first reported a position in TAC in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 80 funds tracked by Wall St. Rank hold TAC as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining TransAlta position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 73 TransAlta shares in Q1 2019.
  • Prestige Wealth Management Group first reported a position in TransAlta in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's TransAlta position peaked at $0 in Q4 2018.
  • 80 funds tracked by Wall St. Rank held TransAlta as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.