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Sowell Financial Services’s TC Energy TRP Stock Holding History

Sowell Financial Services’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
-210
Closed -$11K – 2535
2021
Q1 		$11K Buy
210
+120
+133% +$5.32K ﹤0.01% 2292
2020
Q4 		$4K Buy
90
+65
+260% +$2.77K ﹤0.01% 2360
2020
Q3 		$1K Sell
25
-144
-85% -$6.59K ﹤0.01% 2439
2020
Q2 		$7K Hold
169
– – ﹤0.01% 1814
2020
Q1 		$7K Hold
169
– – ﹤0.01% 1737
2019
Q4 		$9K Sell
169
-601
-78% -$30.8K ﹤0.01% 1732
2019
Q3 		$40K Buy
+770
New +$38.4K ﹤0.01% 1069

Other funds holding TRP

Royal Bank of Canada
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Sowell Financial Services's TRP Position: Q2 2021 in Review

Sowell Financial Services sold out of TC Energy (TRP) in Q2 2021, closing a stake of 210 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in TRP in Q3 2019 and held it in 7 quarters. The position peaked at $40K in Q3 2019. 516 funds tracked by Wall St. Rank hold TRP as of Q2 2021.

  • Sowell Financial Services reported no remaining TC Energy position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 210 TC Energy shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in TC Energy in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's TC Energy position peaked at $40K in Q3 2019.
  • 516 funds tracked by Wall St. Rank held TC Energy as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.