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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

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

Wellington Management Group

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

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

T. Rowe Price Associates

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

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

Capital Research Global Investors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return