Regal Wealth Group’s TC Energy TRP Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-147	Closed	-$7K	–	222
2021 Q1	$7K	Buy	147 +2	+1%	+$89	﹤0.01%	193
2020 Q4	$6K	Buy	145 +3	+2%	+$128	﹤0.01%	174
2020 Q3	$6K	Buy	142 +2	+1%	+$92	﹤0.01%	164
2020 Q2	$6K	Buy	140 +1	+0.7%	+$45	0.01%	159
2020 Q1	$6K	Buy	139 +2	+1%	+$101	0.01%	142
2019 Q4	$7K	Buy	137 +2	+1%	+$103	﹤0.01%	163
2019 Q3	$7K	Buy	135 +1	+0.7%	+$50	﹤0.01%	140
2019 Q2	$7K	Buy	134 +1	+0.8%	+$48	﹤0.01%	133
2019 Q1	$6K	Buy	133 +2	+2%	+$86	﹤0.01%	132
2018 Q4	$5K	Buy	131 +2	+2%	+$79	﹤0.01%	132
2018 Q3	$5K	Buy	129 +1	+0.8%	+$43	﹤0.01%	138
2018 Q2	$6K	Buy	128 +2	+2%	+$85	0.01%	138
2018 Q1	$5K	Buy	126 +2	+2%	+$90	﹤0.01%	145
2017 Q4	$6K	Hold	124	–	–	﹤0.01%	142
2017 Q3	$6K	Buy	124 +2	+2%	+$100	﹤0.01%	128
2017 Q2	$6K	Buy	122 +1	+0.8%	+$47	﹤0.01%	130
2017 Q1	$6K	Buy	121 +1	+0.8%	+$47	﹤0.01%	127
2016 Q4	$5K	Buy	120 +1	+0.8%	+$45	﹤0.01%	134
2016 Q3	$6K	Buy	119 +1	+0.8%	+$47	0.01%	132
2016 Q2	$5K	Buy	118 +1	+0.9%	+$41	﹤0.01%	146
2016 Q1	$5K	Buy	117 +2	+2%	+$70	﹤0.01%	135
2015 Q4	$4K	Buy	+115	New	+$3.81K	﹤0.01%	139

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Regal Wealth Group's TRP Position: Q2 2021 in Review

Regal Wealth Group sold out of TC Energy (TRP) in Q2 2021, closing a stake of 147 shares — an estimated $7K sold.

Regal Wealth Group first reported a position in TRP in Q4 2015 and held it in 22 quarters. The position peaked at $7K in Q1 2021. 516 funds tracked by Wall St. Rank hold TRP as of Q2 2021.

Regal Wealth Group reported no remaining TC Energy position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 147 TC Energy shares in Q2 2021, an estimated $7K.
Regal Wealth Group first reported a position in TC Energy in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's TC Energy position peaked at $7K in Q1 2021.
516 funds tracked by Wall St. Rank held TC Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.