Bell Rock Capital’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Bell Rock Capital’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
2019 Q1	–	Sell	-83	Closed	-$4K	–	478
2018 Q4	$4K	Sell	83 -167	-67%	-$13.1K	﹤0.01%	384
2018 Q3	$24K	Hold	250	–	–	0.01%	301
2018 Q2	$25K	Hold	250	–	–	0.01%	306
2018 Q1	$23K	Buy	+250	New	+$25.2K	0.01%	312

Other funds holding NDP

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bell Rock Capital's NDP Position: Q1 2019 in Review

Bell Rock Capital sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q1 2019, closing a stake of 83 shares — an estimated $4K sold.

Bell Rock Capital first reported a position in NDP in Q1 2018 and held it in 4 quarters. The position peaked at $25K in Q2 2018. 31 funds tracked by Wall St. Rank hold NDP as of Q1 2019.

Bell Rock Capital reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q1 2019 after selling out during the quarter.
Bell Rock Capital sold 83 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q1 2019, an estimated $4K.
Bell Rock Capital first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2018 and held it in 4 quarters.
Bell Rock Capital's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $25K in Q2 2018.
31 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q1 2019.

Based on Bell Rock Capital's 13F filing for Q1 2019, filed 8 Apr 2019.