BCA
NDP

Bay Colony Advisors’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Bay Colony Advisors’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
2023
Q3 		– Sell
-7,731
Closed -$222K – 381
2023
Q2 		$222K Buy
7,731
+250
+3% +$7.1K 0.05% 295
2023
Q1 		$209K Sell
7,481
-222
-3% -$6.5K 0.06% 299
2022
Q4 		$224K Buy
+7,703
New +$248K 0.06% 304

Other funds holding NDP

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bay Colony Advisors's NDP Position: Q3 2023 in Review

Bay Colony Advisors sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q3 2023, closing a stake of 7,731 shares — an estimated $222K sold.

Bay Colony Advisors first reported a position in NDP in Q4 2022 and held it in 3 quarters. The position peaked at $224K in Q4 2022. 24 funds tracked by Wall St. Rank hold NDP as of Q3 2023.

  • Bay Colony Advisors reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q3 2023 after selling out during the quarter.
  • Bay Colony Advisors sold 7,731 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q3 2023, an estimated $222K.
  • Bay Colony Advisors first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q4 2022 and held it in 3 quarters.
  • Bay Colony Advisors's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $224K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q3 2023.

Based on Bay Colony Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.