CCP
TPZ

Cardan Capital Partners’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Cardan Capital Partners’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-14,883
Closed -$313K – 126
2017
Q2 		$313K Buy
14,883
+437
+3% +$9.59K 0.06% 98
2017
Q1 		$318K Sell
14,446
-1,634
-10% -$36.4K 0.07% 94
2016
Q4 		$357K Buy
16,080
+47
+0.3% +$1.01K 0.08% 85
2016
Q3 		$358K Buy
+16,033
New +$333K 0.08% 81

Other funds holding TPZ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cardan Capital Partners's TPZ Position: Q3 2017 in Review

Cardan Capital Partners sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2017, closing a stake of 14,883 shares — an estimated $313K sold.

Cardan Capital Partners first reported a position in TPZ in Q3 2016 and held it in 4 quarters. The position peaked at $358K in Q3 2016. 31 funds tracked by Wall St. Rank hold TPZ as of Q3 2017.

  • Cardan Capital Partners reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2017 after selling out during the quarter.
  • Cardan Capital Partners sold 14,883 Tortoise Electrification Infrastructure ETF shares in Q3 2017, an estimated $313K.
  • Cardan Capital Partners first reported a position in Tortoise Electrification Infrastructure ETF in Q3 2016 and held it in 4 quarters.
  • Cardan Capital Partners's Tortoise Electrification Infrastructure ETF position peaked at $358K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2017.

Based on Cardan Capital Partners's 13F filing for Q3 2017, filed 11 Oct 2017.