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Andesa Financial Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Andesa Financial Management’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 		– Sell
-19,984
Closed -$468K – 110
2019
Q3 		$468K Sell
19,984
-12,157
-38% -$286K 0.45% 51
2019
Q2 		$770K Buy
+32,141
New +$765K 0.73% 37

Other funds holding TPYP

Morgan Stanley
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
KA
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
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Andesa Financial Management's TPYP Position: Q4 2019 in Review

Andesa Financial Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2019, closing a stake of 19,984 shares — an estimated $468K sold.

Andesa Financial Management first reported a position in TPYP in Q2 2019 and held it in 2 quarters. The position peaked at $770K in Q2 2019. 72 funds tracked by Wall St. Rank hold TPYP as of Q4 2019.

  • Andesa Financial Management reported no remaining Tortoise North American Pipeline ETF position as of Q4 2019 after selling out during the quarter.
  • Andesa Financial Management sold 19,984 Tortoise North American Pipeline ETF shares in Q4 2019, an estimated $468K.
  • Andesa Financial Management first reported a position in Tortoise North American Pipeline ETF in Q2 2019 and held it in 2 quarters.
  • Andesa Financial Management's Tortoise North American Pipeline ETF position peaked at $770K in Q2 2019.
  • 72 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2019.

Based on Andesa Financial Management's 13F filing for Q4 2019, filed 31 Jan 2020.