United Capital Financial Advisors’s TC Energy TRP Stock Holding History

United Capital Financial 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
2023 Q2	–	Sell	-5,375	Closed	-$209K	–	977
2023 Q1	$209K	Sell	5,375 -18	-0.3%	-$733	﹤0.01%	919
2022 Q4	$215K	Sell	5,393 -21	-0.4%	-$911	﹤0.01%	966
2022 Q3	$218K	Buy	5,414 +36	+0.7%	+$1.78K	﹤0.01%	991
2022 Q2	$279K	Buy	5,378 +292	+6%	+$16.3K	﹤0.01%	962
2022 Q1	$287K	Sell	5,086 -414	-8%	-$21.8K	﹤0.01%	1001
2021 Q4	$256K	Buy	5,500 +268	+5%	+$13.3K	﹤0.01%	1085
2021 Q3	$252K	Buy	5,232 +42	+0.8%	+$2.04K	﹤0.01%	1071
2021 Q2	$257K	Hold	5,190	–	–	﹤0.01%	1063
2021 Q1	$237K	Buy	5,190 +178	+4%	+$7.89K	﹤0.01%	1060
2020 Q4	$204K	Buy	5,012 +12	+0.2%	+$511	﹤0.01%	1124
2020 Q3	$210K	Sell	5,000 -48	-1%	-$2.2K	﹤0.01%	1065
2020 Q2	$216K	Sell	5,048 -167	-3%	-$7.49K	﹤0.01%	1086
2020 Q1	$231K	Sell	5,215 -2,177	-29%	-$110K	﹤0.01%	1033
2019 Q4	$394K	Buy	7,392 +2,131	+41%	+$109K	﹤0.01%	1058
2019 Q3	$272K	Sell	5,261 -5,526	-51%	-$276K	﹤0.01%	1109
2019 Q2	$534K	Buy	+10,787	New	+$517K	﹤0.01%	1027

Other funds holding TRP

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

United Capital Financial Advisors's TRP Position: Q2 2023 in Review

United Capital Financial Advisors sold out of TC Energy (TRP) in Q2 2023, closing a stake of 5,375 shares — an estimated $209K sold.

United Capital Financial Advisors first reported a position in TRP in Q2 2019 and held it in 16 quarters. The position peaked at $534K in Q2 2019. 514 funds tracked by Wall St. Rank hold TRP as of Q2 2023.

United Capital Financial Advisors reported no remaining TC Energy position as of Q2 2023 after selling out during the quarter.
United Capital Financial Advisors sold 5,375 TC Energy shares in Q2 2023, an estimated $209K.
United Capital Financial Advisors first reported a position in TC Energy in Q2 2019 and held it in 16 quarters.
United Capital Financial Advisors's TC Energy position peaked at $534K in Q2 2019.
514 funds tracked by Wall St. Rank held TC Energy as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.