Chevy Chase Trust’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Chevy Chase Trust’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 Q1	–	Sell	-2,876	Closed	-$68K	–	999
2019 Q4	$68K	Buy	+2,876	New	+$65.3K	﹤0.01%	775
2019 Q3	–	Sell	-12,813	Closed	-$307K	–	652
2019 Q2	$307K	Sell	12,813 -1,427	-10%	-$34K	﹤0.01%	623
2019 Q1	$338K	Buy	+14,240	New	+$327K	﹤0.01%	622

Other funds holding TPYP

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

ABTD

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

RJFSA

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

Chevy Chase Trust's TPYP Position: Q1 2020 in Review

Chevy Chase Trust sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2020, closing a stake of 2,876 shares — an estimated $68K sold.

Chevy Chase Trust first reported a position in TPYP in Q1 2019 and held it in 3 quarters. The position peaked at $338K in Q1 2019. 62 funds tracked by Wall St. Rank hold TPYP as of Q1 2020.

Chevy Chase Trust reported no remaining Tortoise North American Pipeline ETF position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 2,876 Tortoise North American Pipeline ETF shares in Q1 2020, an estimated $68K.
Chevy Chase Trust first reported a position in Tortoise North American Pipeline ETF in Q1 2019 and held it in 3 quarters.
Chevy Chase Trust's Tortoise North American Pipeline ETF position peaked at $338K in Q1 2019.
62 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.