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Prestige Wealth Management Group’s TC Energy TRP Stock Holding History

Prestige Wealth Management Group’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
2020
Q1 		– Sell
-5
Closed – – 1005
2019
Q4 		$0 Hold
5
– – ﹤0.01% 672
2019
Q3 		$0 Buy
+5
New +$250 ﹤0.01% 642
2019
Q1 		– Sell
-42
Closed -$1K – 1086
2018
Q4 		$1K Buy
+42
New +$1.66K ﹤0.01% 1129

Other funds holding TRP

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Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Prestige Wealth Management Group's TRP Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of TC Energy (TRP) in Q1 2020, closing a stake of 5 shares.

Prestige Wealth Management Group first reported a position in TRP in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 462 funds tracked by Wall St. Rank hold TRP as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining TC Energy position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 5 TC Energy shares in Q1 2020.
  • Prestige Wealth Management Group first reported a position in TC Energy in Q4 2018 and held it in 3 quarters.
  • Prestige Wealth Management Group's TC Energy position peaked at $1K in Q4 2018.
  • 462 funds tracked by Wall St. Rank held TC Energy as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.