Winslow Evans & Crocker’s TC Energy TRP Stock Holding History

Winslow Evans & Crocker’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 Q4	$13K	Sell	323 -4	-1%	-$170	﹤0.01%	902
2020 Q3	$14K	Buy	327 +46	+16%	+$2.1K	﹤0.01%	696
2020 Q2	$12K	Sell	281 -3,275	-92%	-$147K	﹤0.01%	709
2020 Q1	$158K	Sell	3,556 -10	-0.3%	-$507	0.05%	263
2019 Q4	$192K	Buy	3,566 +3,310	+1,293%	+$170K	0.05%	293
2019 Q3	$14K	Sell	256 -20	-7%	-$999	﹤0.01%	731
2019 Q2	$14K	Buy	+276	New	+$13.2K	﹤0.01%	751
2017 Q4	–	Sell	-6,812	Closed	-$337K	–	1157
2017 Q3	$337K	Sell	6,812 -824	-11%	-$41.4K	0.11%	193
2017 Q2	$363K	Buy	7,636 +1,236	+19%	+$58.1K	0.1%	222
2017 Q1	$295K	Sell	6,400 -400	-6%	-$18.7K	0.09%	228
2016 Q4	$307K	Sell	6,800 -1,450	-18%	-$65.8K	0.09%	222
2016 Q3	$392K	Buy	+8,250	New	+$385K	0.11%	191

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Winslow Evans & Crocker's TRP Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its TC Energy (TRP) stake by 1.2% in Q4 2020, selling an estimated $170 and leaving 323 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Winslow Evans & Crocker first reported a position in TRP in Q3 2016 and has held it in 12 quarters since. The position peaked at $392K in Q3 2016. 477 funds tracked by Wall St. Rank hold TRP as of Q4 2020.

Winslow Evans & Crocker held 323 shares of TC Energy worth $13K as of Q4 2020.
Winslow Evans & Crocker sold 4 TC Energy shares in Q4 2020, an estimated $170.
TC Energy made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #902 holding.
Winslow Evans & Crocker first reported a position in TC Energy in Q3 2016 and has held it in 12 quarters since.
Winslow Evans & Crocker's TC Energy position peaked at $392K in Q3 2016.
477 funds tracked by Wall St. Rank held TC Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.