Argent Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Argent Wealth 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
2020 Q1	–	Sell	-166,195	Closed	-$3.91M	–	183
2019 Q4	$3.91M	Buy	+166,195	New	+$3.78M	0.65%	33

Other funds holding TPYP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $2.01B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Argent Wealth Management's TPYP Position: Q1 2020 in Review

Argent Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2020, closing a stake of 166,195 shares — an estimated $3.91M sold.

Argent Wealth Management first reported a position in TPYP in Q4 2019 and held it in 1 quarter. The position peaked at $3.91M in Q4 2019. 62 funds tracked by Wall St. Rank hold TPYP as of Q1 2020.

Argent Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q1 2020 after selling out during the quarter.
Argent Wealth Management sold 166,195 Tortoise North American Pipeline ETF shares in Q1 2020, an estimated $3.91M.
Argent Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and held it in 1 quarter.
Argent Wealth Management's Tortoise North American Pipeline ETF position peaked at $3.91M in Q4 2019.
62 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2020.

Based on Argent Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.