Berman Capital Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Berman Capital Advisors’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
2021 Q1	–	Sell	-306	Closed	-$5K	–	1909
2020 Q4	$5K	Sell	306 -8,753	-97%	-$147K	﹤0.01%	1176
2020 Q3	$135K	Sell	9,059 -5,054	-36%	-$83.6K	0.04%	188
2020 Q2	$233K	Sell	14,113 -41,443	-75%	-$677K	0.06%	127
2020 Q1	$754K	Sell	55,556 -479,099	-90%	-$9.77M	0.24%	51
2019 Q4	$12.6M	Buy	534,655 +16,632	+3%	+$378K	3.62%	9
2019 Q3	$12.1M	Buy	518,023 +37,866	+8%	+$890K	3.78%	9
2019 Q2	$11.5M	Buy	480,157 +12,780	+3%	+$304K	3.66%	8
2019 Q1	$11.2M	Buy	467,377 +70,823	+18%	+$1.62M	3.74%	7
2018 Q4	$7.89M	Buy	396,554 +149,741	+61%	+$3.3M	3.1%	10
2018 Q3	$5.74M	Sell	246,813 -33,639	-12%	-$803K	2.42%	10
2018 Q2	$6.53M	Sell	280,452 -11,455	-4%	-$256K	2.27%	12
2018 Q1	$6.08M	Sell	291,907 -54,385	-16%	-$1.22M	2.32%	11
2017 Q4	$8.09M	Buy	+346,292	New	+$7.97M	2.68%	10

Other funds holding TPYP

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Berman Capital Advisors's TPYP Position: Q1 2021 in Review

Berman Capital Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2021, closing a stake of 306 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in TPYP in Q4 2017 and held it in 13 quarters. The position peaked at $12.6M in Q4 2019. 64 funds tracked by Wall St. Rank hold TPYP as of Q1 2021.

Berman Capital Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q1 2021 after selling out during the quarter.
Berman Capital Advisors sold 306 Tortoise North American Pipeline ETF shares in Q1 2021, an estimated $5K.
Berman Capital Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2017 and held it in 13 quarters.
Berman Capital Advisors's Tortoise North American Pipeline ETF position peaked at $12.6M in Q4 2019.
64 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.