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Braun-Bostich & Associates’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-335
Closed -$6K – 336
2020
Q2 		$6K Hold
335
– – 0.01% 257
2020
Q1 		$4K Hold
335
– – 0.01% 265
2019
Q4 		$8K Buy
+335
New +$7.61K 0.01% 262

Other funds holding TPYP

RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
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
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Braun-Bostich & Associates's TPYP Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2020, closing a stake of 335 shares — an estimated $6K sold.

Braun-Bostich & Associates first reported a position in TPYP in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 58 funds tracked by Wall St. Rank hold TPYP as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Tortoise North American Pipeline ETF position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 335 Tortoise North American Pipeline ETF shares in Q3 2020, an estimated $6K.
  • Braun-Bostich & Associates first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and held it in 3 quarters.
  • Braun-Bostich & Associates's Tortoise North American Pipeline ETF position peaked at $8K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.