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Waverly Advisors’s TC Energy TRP Stock Holding History

Waverly 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
2014
Q4 		– Sell
-54
Closed -$3K – 657
2014
Q3 		$3K Hold
54
– – ﹤0.01% 705
2014
Q2 		$3K Hold
54
– – ﹤0.01% 676
2014
Q1 		$2K Sell
54
-50
-48% -$2.22K ﹤0.01% 664
2013
Q4 		$5K Buy
104
+54
+108% +$2.4K ﹤0.01% 683
2013
Q3 		$2K Buy
+50
New +$2.23K ﹤0.01% 549

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Waverly Advisors's TRP Position: Q4 2014 in Review

Waverly Advisors sold out of TC Energy (TRP) in Q4 2014, closing a stake of 54 shares — an estimated $3K sold.

Waverly Advisors first reported a position in TRP in Q3 2013 and held it in 5 quarters. The position peaked at $5K in Q4 2013. 369 funds tracked by Wall St. Rank hold TRP as of Q4 2014.

  • Waverly Advisors reported no remaining TC Energy position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 54 TC Energy shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in TC Energy in Q3 2013 and held it in 5 quarters.
  • Waverly Advisors's TC Energy position peaked at $5K in Q4 2013.
  • 369 funds tracked by Wall St. Rank held TC Energy as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.