Ropes Wealth Advisors’s TC Energy TRP Stock Holding History

Ropes Wealth 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
2020 Q4	–	Sell	-300	Closed	-$13K	–	918
2020 Q3	$13K	Buy	+300	New	+$13.7K	﹤0.01%	492
2019 Q4	–	Sell	-270	Closed	-$14K	–	560
2019 Q3	$14K	Hold	270	–	–	﹤0.01%	457
2019 Q2	$13K	Hold	270	–	–	﹤0.01%	462
2019 Q1	$12K	Hold	270	–	–	﹤0.01%	441
2018 Q4	$10K	Hold	270	–	–	﹤0.01%	427
2018 Q3	$11K	Hold	270	–	–	﹤0.01%	456
2018 Q2	$12K	Hold	270	–	–	﹤0.01%	462
2018 Q1	$11K	Hold	270	–	–	﹤0.01%	452
2017 Q4	$13K	Sell	270 -55	-17%	-$2.69K	﹤0.01%	504
2017 Q3	$16K	Hold	325	–	–	﹤0.01%	445
2017 Q2	$15K	Buy	325 +55	+20%	+$2.58K	﹤0.01%	426
2017 Q1	$12K	Hold	270	–	–	﹤0.01%	441
2016 Q4	$12K	Hold	270	–	–	﹤0.01%	436
2016 Q3	$13K	Hold	270	–	–	﹤0.01%	399
2016 Q2	$12K	Hold	270	–	–	﹤0.01%	360
2016 Q1	$11K	Hold	270	–	–	﹤0.01%	325
2015 Q4	$9K	Buy	+270	New	+$8.94K	﹤0.01%	348

Other funds holding TRP

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

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

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

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

Ropes Wealth Advisors's TRP Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of TC Energy (TRP) in Q4 2020, closing a stake of 300 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in TRP in Q4 2015 and held it in 17 quarters. The position peaked at $16K in Q3 2017. 477 funds tracked by Wall St. Rank hold TRP as of Q4 2020.

Ropes Wealth Advisors reported no remaining TC Energy position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 300 TC Energy shares in Q4 2020, an estimated $13K.
Ropes Wealth Advisors first reported a position in TC Energy in Q4 2015 and held it in 17 quarters.
Ropes Wealth Advisors's TC Energy position peaked at $16K in Q3 2017.
477 funds tracked by Wall St. Rank held TC Energy as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.