AF
TPZ

Advisornet Financial’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Advisornet Financial’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$10K – 1458
2017
Q4 		$10K Buy
+500
New +$10.2K ﹤0.01% 1009

Other funds holding TPZ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Advisornet Financial's TPZ Position: Q1 2018 in Review

Advisornet Financial sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2018, closing a stake of 500 shares — an estimated $10K sold.

Advisornet Financial first reported a position in TPZ in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 34 funds tracked by Wall St. Rank hold TPZ as of Q1 2018.

  • Advisornet Financial reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2018 after selling out during the quarter.
  • Advisornet Financial sold 500 Tortoise Electrification Infrastructure ETF shares in Q1 2018, an estimated $10K.
  • Advisornet Financial first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2017 and held it in 1 quarter.
  • Advisornet Financial's Tortoise Electrification Infrastructure ETF position peaked at $10K in Q4 2017.
  • 34 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2018.

Based on Advisornet Financial's 13F filing for Q1 2018, filed 8 May 2018.