Advisor Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Advisor Group’s Portfolio TPYP Stock Details TPYP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$89K	Hold	3,800	–	–	﹤0.01%	3024
2019 Q3	$89K	Buy	3,800 +200	+6%	+$4.7K	﹤0.01%	2973
2019 Q2	$86K	Sell	3,600 -5,500	-60%	-$131K	﹤0.01%	2977
2019 Q1	$217K	Buy	9,100 +900	+11%	+$20.6K	﹤0.01%	2219
2018 Q4	$163K	Buy	8,200 +2,100	+34%	+$46.3K	﹤0.01%	2251
2018 Q3	$142K	Buy	+6,100	New	+$146K	﹤0.01%	2473
2017 Q3	–	Sell	-100	Closed	-$2K	–	4944
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	4536
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	4415
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	4248
2016 Q3	$2K	Sell	100 -4,275	-98%	-$97.4K	﹤0.01%	4194
2016 Q2	$97K	Buy	+4,375	New	+$90.6K	﹤0.01%	1952

Other funds holding TPYP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCA

Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Advisor Group's TPYP Position: Q4 2019 in Review

Advisor Group held its Tortoise North American Pipeline ETF (TPYP) position steady in Q4 2019 at 3,800 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

Advisor Group first reported a position in TPYP in Q2 2016 and has held it in 11 quarters since. The position peaked at $217K in Q1 2019. 72 funds tracked by Wall St. Rank hold TPYP as of Q4 2019.

Advisor Group held 3,800 shares of Tortoise North American Pipeline ETF worth $89K as of Q4 2019.
Advisor Group left its Tortoise North American Pipeline ETF share count unchanged in Q4 2019.
Tortoise North American Pipeline ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3024 holding.
Advisor Group first reported a position in Tortoise North American Pipeline ETF in Q2 2016 and has held it in 11 quarters since.
Advisor Group's Tortoise North American Pipeline ETF position peaked at $217K in Q1 2019.
72 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.