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Rowland Carmichael Advisors’s TC Energy TRP Stock Holding History

Rowland Carmichael 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
Q1 		– Sell
-16,268
Closed -$867K – 357
2019
Q4 		$867K Buy
16,268
+229
+1% +$11.7K 0.3% 95
2019
Q3 		$831K Sell
16,039
-1,669
-9% -$83.3K 0.29% 93
2019
Q2 		$877K Buy
+17,708
New +$849K 0.3% 88

Other funds holding TRP

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

Rowland Carmichael Advisors's TRP Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of TC Energy (TRP) in Q1 2020, closing a stake of 16,268 shares — an estimated $867K sold.

Rowland Carmichael Advisors first reported a position in TRP in Q2 2019 and held it in 3 quarters. The position peaked at $877K in Q2 2019. 462 funds tracked by Wall St. Rank hold TRP as of Q1 2020.

  • Rowland Carmichael Advisors reported no remaining TC Energy position as of Q1 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 16,268 TC Energy shares in Q1 2020, an estimated $867K.
  • Rowland Carmichael Advisors first reported a position in TC Energy in Q2 2019 and held it in 3 quarters.
  • Rowland Carmichael Advisors's TC Energy position peaked at $877K in Q2 2019.
  • 462 funds tracked by Wall St. Rank held TC Energy as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.