WFG Advisors’s TC Energy TRP Stock Holding History

WFG 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
2017 Q2	$17K	Buy	351 +3	+0.9%	+$141	﹤0.01%	993
2017 Q1	$16K	Buy	348 +3	+0.9%	+$140	﹤0.01%	946
2016 Q4	$16K	Buy	345 +2	+0.6%	+$91	﹤0.01%	988
2016 Q3	$16K	Buy	343 +3	+0.9%	+$140	﹤0.01%	1005
2016 Q2	$15K	Buy	340 +3	+0.9%	+$124	﹤0.01%	987
2016 Q1	$13K	Buy	337 +3	+0.9%	+$105	﹤0.01%	995
2015 Q4	$11K	Buy	334 +4	+1%	+$132	﹤0.01%	1058
2015 Q3	$10K	Buy	330 +3	+0.9%	+$108	﹤0.01%	1097
2015 Q2	$13K	Sell	327 -184	-36%	-$8.1K	﹤0.01%	1114
2015 Q1	$22K	Sell	511 -2,802	-85%	-$125K	0.01%	956
2014 Q4	$163K	Sell	3,313 -557	-14%	-$27K	0.03%	491
2014 Q3	$199K	Buy	3,870 +10	+0.3%	+$517	0.04%	450
2014 Q2	$184K	Buy	3,860 +11	+0.3%	+$514	0.03%	463
2014 Q1	$175K	Sell	3,849 -184	-5%	-$8.16K	0.04%	468
2013 Q4	$184K	Sell	4,033 -27	-0.7%	-$1.2K	0.03%	541
2013 Q3	$178K	Buy	4,060 +119	+3%	+$5.3K	0.03%	526
2013 Q2	$170K	Buy	+3,941	New	+$186K	0.03%	505

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WFG Advisors's TRP Position: Q2 2017 in Review

WFG Advisors increased its TC Energy (TRP) stake by 0.86% in Q2 2017, buying an estimated $141 and bringing the position to 351 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

WFG Advisors first reported a position in TRP in Q2 2013 and has held it in 17 quarters since. The position peaked at $199K in Q3 2014. 390 funds tracked by Wall St. Rank hold TRP as of Q2 2017.

WFG Advisors held 351 shares of TC Energy worth $17K as of Q2 2017.
WFG Advisors bought 3 TC Energy shares in Q2 2017, an estimated $141.
TC Energy made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #993 holding.
WFG Advisors first reported a position in TC Energy in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's TC Energy position peaked at $199K in Q3 2014.
390 funds tracked by Wall St. Rank held TC Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.