Reilly Financial Advisors’s TC Energy TRP Stock Holding History

Reilly 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
2019 Q2	–	Sell	-57	Closed	-$3K	–	1009
2019 Q1	$3K	Sell	57 -496	-90%	-$21.3K	﹤0.01%	869
2018 Q4	$20K	Hold	553	–	–	﹤0.01%	495
2018 Q3	$22K	Hold	553	–	–	﹤0.01%	532
2018 Q2	$24K	Hold	553	–	–	﹤0.01%	457
2018 Q1	$23K	Hold	553	–	–	﹤0.01%	457
2017 Q4	$27K	Hold	553	–	–	﹤0.01%	434
2017 Q3	$27K	Sell	553 -100	-15%	-$5.02K	﹤0.01%	429
2017 Q2	$31K	Buy	653 +553	+553%	+$26K	﹤0.01%	399
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	747
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	674
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	649
2016 Q2	$5K	Hold	100	–	–	﹤0.01%	607
2016 Q1	$4K	Sell	100 -261	-72%	-$9.14K	﹤0.01%	972
2015 Q4	$12K	Hold	361	–	–	﹤0.01%	728
2015 Q3	$11K	Hold	361	–	–	﹤0.01%	762
2015 Q2	$15K	Sell	361 -600	-62%	-$26.4K	﹤0.01%	752
2015 Q1	$41K	Buy	+961	New	+$42.9K	0.01%	466
2014 Q4	–	Sell	-961	Closed	-$50K	–	858
2014 Q3	$50K	Hold	961	–	–	0.01%	258
2014 Q2	$46K	Buy	961 +100	+12%	+$4.67K	0.01%	281
2014 Q1	$39K	Hold	861	–	–	0.01%	308
2013 Q4	$39K	Hold	861	–	–	0.01%	284
2013 Q3	$38K	Sell	861 -60	-7%	-$2.67K	0.01%	256
2013 Q2	$40K	Buy	+921	New	+$43.4K	0.01%	254

Other funds holding TRP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reilly Financial Advisors's TRP Position: Q2 2019 in Review

Reilly Financial Advisors sold out of TC Energy (TRP) in Q2 2019, closing a stake of 57 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in TRP in Q2 2013 and held it in 23 quarters. The position peaked at $50K in Q3 2014. 416 funds tracked by Wall St. Rank hold TRP as of Q2 2019.

Reilly Financial Advisors reported no remaining TC Energy position as of Q2 2019 after selling out during the quarter.
Reilly Financial Advisors sold 57 TC Energy shares in Q2 2019, an estimated $3K.
Reilly Financial Advisors first reported a position in TC Energy in Q2 2013 and held it in 23 quarters.
Reilly Financial Advisors's TC Energy position peaked at $50K in Q3 2014.
416 funds tracked by Wall St. Rank held TC Energy as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.