WSTAM
TRP icon

Wilbanks Smith & Thomas Asset Management’s TC Energy TRP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-500
Closed -$20K – 1232
2018
Q3 		$20K Buy
+500
New +$21.7K ﹤0.01% 883

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's TRP Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of TC Energy (TRP) in Q4 2018, closing a stake of 500 shares — an estimated $20K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in TRP in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 407 funds tracked by Wall St. Rank hold TRP as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining TC Energy position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 500 TC Energy shares in Q4 2018, an estimated $20K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in TC Energy in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's TC Energy position peaked at $20K in Q3 2018.
  • 407 funds tracked by Wall St. Rank held TC Energy as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.