BRWA
TTP

B. Riley Wealth Advisors’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

B. Riley Wealth Advisors’s Portfolio TTP Stock Details TTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-425
Closed -$52 – 2259
2014
Q4 		$52 Buy
+425
New +$54K ﹤0.01% 2076
2014
Q3 		– Sell
-150
Closed -$21.4K – 2119
2014
Q2 		$21.4K Buy
+150
New +$19.2K 0.01% 1441

Other funds holding TTP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's TTP Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q1 2015, closing a stake of 425 shares — an estimated $52 sold.

B. Riley Wealth Advisors first reported a position in TTP in Q2 2014 and held it in 2 quarters. The position peaked at $21.4K in Q2 2014. 27 funds tracked by Wall St. Rank hold TTP as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 425 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q1 2015, an estimated $52.
  • B. Riley Wealth Advisors first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $21.4K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.