Winch Advisory Services’s TC Energy TRP Stock Holding History

Winch Advisory Services’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
2023 Q4	–	Sell	-77	Closed	-$3K	–	458
2023 Q3	$3K	Hold	77	–	–	﹤0.01%	343
2023 Q2	$3K	Hold	77	–	–	﹤0.01%	340
2023 Q1	$3K	Hold	77	–	–	﹤0.01%	337
2022 Q4	$3K	Buy	77 +1	+1%	+$43	﹤0.01%	323
2022 Q3	$3K	Buy	76 +1	+1%	+$50	﹤0.01%	310
2022 Q2	$4K	Hold	75	–	–	﹤0.01%	306
2022 Q1	$4K	Buy	75 +1	+1%	+$53	﹤0.01%	338
2021 Q4	$3K	Hold	74	–	–	﹤0.01%	380
2021 Q3	$4K	Buy	+74	New	+$3.59K	﹤0.01%	361
2019 Q2	–	Sell	-113	Closed	-$5K	–	469
2019 Q1	$5K	Hold	113	–	–	﹤0.01%	251
2018 Q4	$4K	Hold	113	–	–	﹤0.01%	246
2018 Q3	$5K	Buy	+113	New	+$4.9K	﹤0.01%	232
2017 Q4	–	Sell	-115	Closed	-$6K	–	319
2017 Q3	$6K	Sell	115 -46	-29%	-$2.31K	﹤0.01%	199
2017 Q2	$8K	Buy	161 +1	+0.6%	+$47	0.01%	200
2017 Q1	$7K	Hold	160	–	–	﹤0.01%	190
2016 Q4	$7K	Sell	160 -80	-33%	-$3.63K	﹤0.01%	169
2016 Q3	$11K	Hold	240	–	–	0.01%	150
2016 Q2	$11K	Buy	+240	New	+$9.9K	0.01%	143
2014 Q4	–	Sell	-204	Closed	-$11K	–	166
2014 Q3	$11K	Buy	204 +1	+0.5%	+$52	0.01%	129
2014 Q2	$10K	Buy	203 +2	+1%	+$93	0.01%	163
2014 Q1	$9K	Buy	+201	New	+$8.92K	0.01%	185

Other funds holding TRP

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Winch Advisory Services's TRP Position: Q4 2023 in Review

Winch Advisory Services sold out of TC Energy (TRP) in Q4 2023, closing a stake of 77 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in TRP in Q1 2014 and held it in 21 quarters. The position peaked at $11K in Q3 2016. 518 funds tracked by Wall St. Rank hold TRP as of Q4 2023.

Winch Advisory Services reported no remaining TC Energy position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 77 TC Energy shares in Q4 2023, an estimated $3K.
Winch Advisory Services first reported a position in TC Energy in Q1 2014 and held it in 21 quarters.
Winch Advisory Services's TC Energy position peaked at $11K in Q3 2016.
518 funds tracked by Wall St. Rank held TC Energy as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.