CAL
TPYP icon

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

Capital Analysts 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
2023
Q4 		– Sell
-286
Closed -$7K – 1212
2023
Q3 		$7K Buy
+286
New +$7.18K ﹤0.01% 941

Other funds holding TPYP

AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Analysts LLC's TPYP Position: Q4 2023 in Review

Capital Analysts LLC sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2023, closing a stake of 286 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in TPYP in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 103 funds tracked by Wall St. Rank hold TPYP as of Q4 2023.

  • Capital Analysts LLC reported no remaining Tortoise North American Pipeline ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 286 Tortoise North American Pipeline ETF shares in Q4 2023, an estimated $7K.
  • Capital Analysts LLC first reported a position in Tortoise North American Pipeline ETF in Q3 2023 and held it in 1 quarter.
  • Capital Analysts LLC's Tortoise North American Pipeline ETF position peaked at $7K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.