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Wealthspire Advisors (Maryland)’s TC Energy TRP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,008
Closed -$90K – 1904
2019
Q1 		$90K Buy
2,008
+10
+0.5% +$430 0.01% 678
2018
Q4 		$71K Sell
1,998
-143
-7% -$5.64K 0.01% 723
2018
Q3 		$87K Buy
2,141
+121
+6% +$5.25K 0.01% 749
2018
Q2 		$87K Sell
2,020
-84
-4% -$3.57K 0.01% 762
2018
Q1 		$87K Buy
2,104
+625
+42% +$28.1K 0.01% 760
2017
Q4 		$72K Sell
1,479
-174
-11% -$8.5K 0.01% 855
2017
Q3 		$82K Sell
1,653
-16
-1% -$804 0.01% 789
2017
Q2 		$80K Buy
1,669
+559
+50% +$26.3K 0.01% 782
2017
Q1 		$51K Buy
1,110
+546
+97% +$25.5K 0.01% 796
2016
Q4 		$25K Buy
564
+140
+33% +$6.36K ﹤0.01% 959
2016
Q3 		$20K Buy
+424
New +$19.8K ﹤0.01% 1058

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TRP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of TC Energy (TRP) in Q2 2019, closing a stake of 2,008 shares — an estimated $90K sold.

Wealthspire Advisors (Maryland) first reported a position in TRP in Q3 2016 and held it in 11 quarters. The position peaked at $90K in Q1 2019. 416 funds tracked by Wall St. Rank hold TRP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining TC Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,008 TC Energy shares in Q2 2019, an estimated $90K.
  • Wealthspire Advisors (Maryland) first reported a position in TC Energy in Q3 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s TC Energy position peaked at $90K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held TC Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.