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Cornerstone Wealth Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Cornerstone Wealth Group’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
2019
Q2 		– Sell
-47,649
Closed -$1.14M – 178
2019
Q1 		$1.14M Buy
+47,649
New +$1.09M 0.29% 84

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Group's TPYP Position: Q2 2019 in Review

Cornerstone Wealth Group sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2019, closing a stake of 47,649 shares — an estimated $1.14M sold.

Cornerstone Wealth Group first reported a position in TPYP in Q1 2019 and held it in 1 quarter. The position peaked at $1.14M in Q1 2019. 57 funds tracked by Wall St. Rank hold TPYP as of Q2 2019.

  • Cornerstone Wealth Group reported no remaining Tortoise North American Pipeline ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Group sold 47,649 Tortoise North American Pipeline ETF shares in Q2 2019, an estimated $1.14M.
  • Cornerstone Wealth Group first reported a position in Tortoise North American Pipeline ETF in Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Group's Tortoise North American Pipeline ETF position peaked at $1.14M in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2019.

Based on Cornerstone Wealth Group's 13F filing for Q2 2019, filed 8 Aug 2019.