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BCWM LLC’s Tortoise North American Pipeline ETF TPYP Stock Holding History

BCWM LLC’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
2018
Q1 		– Sell
-75,737
Closed -$1.77M – 75
2017
Q4 		$1.77M Buy
+75,737
New +$1.74M 0.72% 52

Other funds holding TPYP

CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
MFP
Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BCWM LLC's TPYP Position: Q1 2018 in Review

BCWM LLC sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2018, closing a stake of 75,737 shares — an estimated $1.77M sold.

BCWM LLC first reported a position in TPYP in Q4 2017 and held it in 1 quarter. The position peaked at $1.77M in Q4 2017. 28 funds tracked by Wall St. Rank hold TPYP as of Q1 2018.

  • BCWM LLC reported no remaining Tortoise North American Pipeline ETF position as of Q1 2018 after selling out during the quarter.
  • BCWM LLC sold 75,737 Tortoise North American Pipeline ETF shares in Q1 2018, an estimated $1.77M.
  • BCWM LLC first reported a position in Tortoise North American Pipeline ETF in Q4 2017 and held it in 1 quarter.
  • BCWM LLC's Tortoise North American Pipeline ETF position peaked at $1.77M in Q4 2017.
  • 28 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2018.

Based on BCWM LLC's 13F filing for Q1 2018, filed 14 May 2018.