Westover Capital Advisors’s TC Energy TRP Stock Holding History

Westover Capital 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 Q2	–	Sell	-44,898	Closed	-$1.99M	–	125
2020 Q1	$1.99M	Sell	44,898 -1,584	-3%	-$80.3K	1.08%	33
2019 Q4	$2.48M	Sell	46,482 -3,114	-6%	-$160K	1.11%	32
2019 Q3	$2.57M	Buy	+49,596	New	+$2.48M	1.21%	31
2018 Q3	–	Sell	-34,812	Closed	-$1.5M	–	123
2018 Q2	$1.5M	Buy	34,812 +5,830	+20%	+$248K	0.81%	45
2018 Q1	$1.2M	Sell	28,982 -1,219	-4%	-$54.7K	0.65%	50
2017 Q4	$1.47M	Buy	30,201 +108	+0.4%	+$5.27K	0.81%	45
2017 Q3	$1.49M	Buy	30,093 +17,329	+136%	+$870K	0.88%	42
2017 Q2	$608K	Buy	+12,764	New	+$600K	0.4%	61

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Westover Capital Advisors's TRP Position: Q2 2020 in Review

Westover Capital Advisors sold out of TC Energy (TRP) in Q2 2020, closing a stake of 44,898 shares — an estimated $1.99M sold.

Westover Capital Advisors first reported a position in TRP in Q2 2017 and held it in 8 quarters. The position peaked at $2.57M in Q3 2019. 465 funds tracked by Wall St. Rank hold TRP as of Q2 2020.

Westover Capital Advisors reported no remaining TC Energy position as of Q2 2020 after selling out during the quarter.
Westover Capital Advisors sold 44,898 TC Energy shares in Q2 2020, an estimated $1.99M.
Westover Capital Advisors first reported a position in TC Energy in Q2 2017 and held it in 8 quarters.
Westover Capital Advisors's TC Energy position peaked at $2.57M in Q3 2019.
465 funds tracked by Wall St. Rank held TC Energy as of Q2 2020.

Based on Westover Capital Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.