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Summit Financial Wealth Advisors’s TC Energy TRP Stock Holding History

Summit Financial 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
2017
Q3 		– Sell
-50,880
Closed -$2.42M – 152
2017
Q2 		$2.42M Buy
50,880
+2,120
+4% +$99.6K 0.96% 31
2017
Q1 		$2.25M Buy
48,760
+2,380
+5% +$111K 0.98% 36
2016
Q4 		$2.09M Buy
+46,380
New +$2.11M 0.92% 35

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Summit Financial Wealth Advisors's TRP Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of TC Energy (TRP) in Q3 2017, closing a stake of 50,880 shares — an estimated $2.42M sold.

Summit Financial Wealth Advisors first reported a position in TRP in Q4 2016 and held it in 3 quarters. The position peaked at $2.42M in Q2 2017. 415 funds tracked by Wall St. Rank hold TRP as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining TC Energy position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 50,880 TC Energy shares in Q3 2017, an estimated $2.42M.
  • Summit Financial Wealth Advisors first reported a position in TC Energy in Q4 2016 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's TC Energy position peaked at $2.42M in Q2 2017.
  • 415 funds tracked by Wall St. Rank held TC Energy as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.