SGI
TRP icon

Summit Global Investments’s TC Energy TRP Stock Holding History

Summit Global Investments’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
2019
Q4 		– Sell
-14,400
Closed -$746K – 305
2019
Q3 		$746K Sell
14,400
-390
-3% -$19.5K 0.09% 220
2019
Q2 		$732K Buy
14,790
+55
+0.4% +$2.64K 0.09% 173
2019
Q1 		$662K Sell
14,735
-5,862
-28% -$252K 0.08% 211
2018
Q4 		$735K Buy
20,597
+2
+0% +$79 0.11% 128
2018
Q3 		$833K Buy
20,595
+3,195
+18% +$139K 0.11% 159
2018
Q2 		$752K Hold
17,400
– – 0.11% 123
2018
Q1 		$719K Buy
17,400
+2,120
+14% +$95.2K 0.11% 112
2017
Q4 		$743K Hold
15,280
– – 0.12% 114
2017
Q3 		$755K Buy
15,280
+1,750
+13% +$87.9K 0.12% 120
2017
Q2 		$645K Buy
+13,530
New +$636K 0.19% 85

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Bank of Montreal
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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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return