AWMS
TPZ

Advocacy Wealth Management Services’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Advocacy Wealth Management Services’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
2019
Q3 		– Sell
-90
Closed -$2K – 178
2019
Q2 		$2K Buy
+90
New +$1.68K ﹤0.01% 164

Other funds holding TPZ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's TPZ Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2019, closing a stake of 90 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in TPZ in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 39 funds tracked by Wall St. Rank hold TPZ as of Q3 2019.

  • Advocacy Wealth Management Services reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 90 Tortoise Electrification Infrastructure ETF shares in Q3 2019, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2019 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Tortoise Electrification Infrastructure ETF position peaked at $2K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.