SWS Partners’s TC Energy TRP Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-299	Closed	-$12K	–	292
2018 Q1	$12K	Sell	299 -3	-1%	-$135	0.01%	248
2017 Q4	$15K	Buy	+302	New	+$14.7K	0.01%	243

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

SWS Partners's TRP Position: Q2 2018 in Review

SWS Partners sold out of TC Energy (TRP) in Q2 2018, closing a stake of 299 shares — an estimated $12K sold.

SWS Partners first reported a position in TRP in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 411 funds tracked by Wall St. Rank hold TRP as of Q2 2018.

SWS Partners reported no remaining TC Energy position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 299 TC Energy shares in Q2 2018, an estimated $12K.
SWS Partners first reported a position in TC Energy in Q4 2017 and held it in 2 quarters.
SWS Partners's TC Energy position peaked at $15K in Q4 2017.
411 funds tracked by Wall St. Rank held TC Energy as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.