Archford Capital Strategies’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Archford Capital Strategies’s Portfolio NDP Stock Details NDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-64	Closed	-$8K	–	647
2017 Q1	$8K	Hold	64	–	–	﹤0.01%	435
2016 Q4	$8K	Hold	64	–	–	﹤0.01%	390
2016 Q3	$8K	Hold	64	–	–	﹤0.01%	388
2016 Q2	$8K	Buy	+64	New	+$6.8K	﹤0.01%	424
2016 Q1	–	Sell	-64	Closed	-$6K	–	627
2015 Q4	$6K	Buy	+64	New	+$6.75K	﹤0.01%	550

Other funds holding NDP

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Archford Capital Strategies's NDP Position: Q2 2017 in Review

Archford Capital Strategies sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q2 2017, closing a stake of 64 shares — an estimated $8K sold.

Archford Capital Strategies first reported a position in NDP in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q1 2017. 27 funds tracked by Wall St. Rank hold NDP as of Q2 2017.

Archford Capital Strategies reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 64 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q2 2017, an estimated $8K.
Archford Capital Strategies first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q4 2015 and held it in 5 quarters.
Archford Capital Strategies's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $8K in Q1 2017.
27 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.