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V Wealth Advisors’s TC Energy TRP Stock Holding History

V 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
-4,346
Closed -$225K – 378
2019
Q4 		$225K Hold
4,346
– – 0.08% 253
2019
Q3 		$225K Buy
+4,346
New +$217K 0.08% 253

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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
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

V Wealth Advisors's TRP Position: Q1 2020 in Review

V Wealth Advisors sold out of TC Energy (TRP) in Q1 2020, closing a stake of 4,346 shares — an estimated $225K sold.

V Wealth Advisors first reported a position in TRP in Q3 2019 and held it in 2 quarters. The position peaked at $225K in Q4 2019. 462 funds tracked by Wall St. Rank hold TRP as of Q1 2020.

  • V Wealth Advisors reported no remaining TC Energy position as of Q1 2020 after selling out during the quarter.
  • V Wealth Advisors sold 4,346 TC Energy shares in Q1 2020, an estimated $225K.
  • V Wealth Advisors first reported a position in TC Energy in Q3 2019 and held it in 2 quarters.
  • V Wealth Advisors's TC Energy position peaked at $225K in Q4 2019.
  • 462 funds tracked by Wall St. Rank held TC Energy as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.