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Convergence Investment Partners’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Convergence Investment Partners’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
2018
Q2 		– Sell
-1,500
Closed -$31K – 856
2018
Q1 		$31K Buy
+1,500
New +$33.7K ﹤0.01% 515

Other funds holding TPYP

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EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Convergence Investment Partners's TPYP Position: Q2 2018 in Review

Convergence Investment Partners sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2018, closing a stake of 1,500 shares — an estimated $31K sold.

Convergence Investment Partners first reported a position in TPYP in Q1 2018 and held it in 1 quarter. The position peaked at $31K in Q1 2018. 38 funds tracked by Wall St. Rank hold TPYP as of Q2 2018.

  • Convergence Investment Partners reported no remaining Tortoise North American Pipeline ETF position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 1,500 Tortoise North American Pipeline ETF shares in Q2 2018, an estimated $31K.
  • Convergence Investment Partners first reported a position in Tortoise North American Pipeline ETF in Q1 2018 and held it in 1 quarter.
  • Convergence Investment Partners's Tortoise North American Pipeline ETF position peaked at $31K in Q1 2018.
  • 38 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.