CI
TTP

Cavalier Investments’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Cavalier Investments’s Portfolio TTP Stock Details TTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,294
Closed -$489K – 195
2017
Q2 		$489K Sell
6,294
-1,250
-17% -$102K 0.27% 86
2017
Q1 		$637K Sell
7,544
-2,500
-25% -$214K 0.36% 66
2016
Q4 		$866K Hold
10,044
– – 0.56% 38
2016
Q3 		$851K Buy
+10,044
New +$789K 0.52% 45

Other funds holding TTP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Cavalier Investments's TTP Position: Q3 2017 in Review

Cavalier Investments sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q3 2017, closing a stake of 6,294 shares — an estimated $489K sold.

Cavalier Investments first reported a position in TTP in Q3 2016 and held it in 4 quarters. The position peaked at $866K in Q4 2016. 32 funds tracked by Wall St. Rank hold TTP as of Q3 2017.

  • Cavalier Investments reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 6,294 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q3 2017, an estimated $489K.
  • Cavalier Investments first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q3 2016 and held it in 4 quarters.
  • Cavalier Investments's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $866K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.