CAS
TTP

Coppell Advisory Solutions’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$23.2K Buy
+826
New +$22.9K ﹤0.01% 684
2023
Q3 		– Sell
-826
Closed -$22.5K – 1608
2023
Q2 		$22.5K Buy
+826
New +$21.8K 0.01% 537

Other funds holding TTP

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
BGA
Battery Global Advisors Boston, Massachusetts $186M AUM 15.74% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return

Coppell Advisory Solutions's TTP Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q4 2023: 826 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in TTP as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in TTP in Q2 2023 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold TTP as of Q4 2023.

  • Coppell Advisory Solutions held 826 shares of TORTOISE PIPELINE & ENERGY FUND, INC. worth $23.2K as of Q4 2023.
  • TORTOISE PIPELINE & ENERGY FUND, INC. was a new Coppell Advisory Solutions position in Q4 2023.
  • TORTOISE PIPELINE & ENERGY FUND, INC. made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #684 holding.
  • Coppell Advisory Solutions first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q2 2023 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.