TRUE Private Wealth Advisors’s TC Energy TRP Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-5,015	Closed	-$270K	–	833
2019 Q4	$270K	Buy	5,015 +815	+19%	+$41.8K	0.04%	185
2019 Q3	$219K	Buy	+4,200	New	+$210K	0.04%	188
2018 Q4	–	Sell	-2,533	Closed	-$104K	–	856
2018 Q3	$104K	Buy	+2,533	New	+$110K	0.01%	354

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

TRUE Private Wealth Advisors's TRP Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of TC Energy (TRP) in Q1 2020, closing a stake of 5,015 shares — an estimated $270K sold.

TRUE Private Wealth Advisors first reported a position in TRP in Q3 2018 and held it in 3 quarters. The position peaked at $270K in Q4 2019. 462 funds tracked by Wall St. Rank hold TRP as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining TC Energy position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,015 TC Energy shares in Q1 2020, an estimated $270K.
TRUE Private Wealth Advisors first reported a position in TC Energy in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's TC Energy position peaked at $270K in Q4 2019.
462 funds tracked by Wall St. Rank held TC Energy as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.