YorkBridge Wealth Partners’s TC Energy TRP Stock Holding History

YorkBridge Wealth Partners’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	-250	Closed	-$10K	–	769
2018 Q3	$10K	Hold	250	–	–	﹤0.01%	604
2018 Q2	$11K	Hold	250	–	–	﹤0.01%	610
2018 Q1	$11K	Hold	250	–	–	0.01%	608
2017 Q4	$11K	Sell	250 -250	-50%	-$12.2K	0.01%	622
2017 Q3	$25K	Hold	500	–	–	0.01%	469
2017 Q2	$24K	Hold	500	–	–	0.01%	468
2017 Q1	$23K	Hold	500	–	–	0.01%	477
2016 Q4	$23K	Buy	+500	New	+$22.7K	0.01%	459

Other funds holding TRP

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

YorkBridge Wealth Partners's TRP Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of TC Energy (TRP) in Q4 2018, closing a stake of 250 shares — an estimated $10K sold.

YorkBridge Wealth Partners first reported a position in TRP in Q4 2016 and held it in 8 quarters. The position peaked at $25K in Q3 2017. 407 funds tracked by Wall St. Rank hold TRP as of Q4 2018.

YorkBridge Wealth Partners reported no remaining TC Energy position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 250 TC Energy shares in Q4 2018, an estimated $10K.
YorkBridge Wealth Partners first reported a position in TC Energy in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's TC Energy position peaked at $25K in Q3 2017.
407 funds tracked by Wall St. Rank held TC Energy as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.