CA
TTP

Claro Advisors’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Claro Advisors’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
2020
Q2 		– Sell
-1,653
Closed -$246K – 193
2020
Q1 		$246K Buy
+1,653
New +$64.7K 0.23% 131

Other funds holding TTP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claro Advisors's TTP Position: Q2 2020 in Review

Claro Advisors sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q2 2020, closing a stake of 1,653 shares — an estimated $246K sold.

Claro Advisors first reported a position in TTP in Q1 2020 and held it in 1 quarter. The position peaked at $246K in Q1 2020. 23 funds tracked by Wall St. Rank hold TTP as of Q2 2020.

  • Claro Advisors reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q2 2020 after selling out during the quarter.
  • Claro Advisors sold 1,653 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q2 2020, an estimated $246K.
  • Claro Advisors first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q1 2020 and held it in 1 quarter.
  • Claro Advisors's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $246K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q2 2020.

Based on Claro Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.