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Squar Milner Financial Services’s TC Energy TRP Stock Holding History

Squar Milner 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
2020
Q1 		– Sell
-41
Closed -$2K – 864
2019
Q4 		$2K Buy
+41
New +$2.1K ﹤0.01% 763
2019
Q2 		– Sell
-227
Closed -$10K – 887
2019
Q1 		$10K Buy
+227
New +$9.76K 0.01% 529

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Squar Milner Financial Services's TRP Position: Q1 2020 in Review

Squar Milner Financial Services sold out of TC Energy (TRP) in Q1 2020, closing a stake of 41 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in TRP in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 462 funds tracked by Wall St. Rank hold TRP as of Q1 2020.

  • Squar Milner Financial Services reported no remaining TC Energy position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 41 TC Energy shares in Q1 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in TC Energy in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's TC Energy position peaked at $10K in Q1 2019.
  • 462 funds tracked by Wall St. Rank held TC Energy as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.