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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
Morgan Stanley New York $1.66T AUM 25.57% 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
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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
RJFSA
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.