Beirne Wealth Consulting Services’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Beirne Wealth Consulting Services’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
2019 Q4	–	Sell	-38,271	Closed	-$895K	–	128
2019 Q3	$895K	Sell	38,271 -2,306	-6%	-$54.2K	0.74%	37
2019 Q2	$970K	Buy	40,577 +1,934	+5%	+$46K	0.87%	34
2019 Q1	$923K	Buy	38,643 +131	+0.3%	+$3K	0.73%	41
2018 Q4	$773K	Buy	+38,512	New	+$848K	0.66%	41

Other funds holding TPYP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 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

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCA

Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Beirne Wealth Consulting Services's TPYP Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2019, closing a stake of 38,271 shares — an estimated $895K sold.

Beirne Wealth Consulting Services first reported a position in TPYP in Q4 2018 and held it in 4 quarters. The position peaked at $970K in Q2 2019. 72 funds tracked by Wall St. Rank hold TPYP as of Q4 2019.

Beirne Wealth Consulting Services reported no remaining Tortoise North American Pipeline ETF position as of Q4 2019 after selling out during the quarter.
Beirne Wealth Consulting Services sold 38,271 Tortoise North American Pipeline ETF shares in Q4 2019, an estimated $895K.
Beirne Wealth Consulting Services first reported a position in Tortoise North American Pipeline ETF in Q4 2018 and held it in 4 quarters.
Beirne Wealth Consulting Services's Tortoise North American Pipeline ETF position peaked at $970K in Q2 2019.
72 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.