Creative Planning’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Creative Planning’s Portfolio NDP Stock Details NDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,250	Closed	-$21K	–	2158
2020 Q1	$21K	Buy	+2,250	New	+$54.2K	﹤0.01%	1721
2017 Q1	–	Sell	-1,339	Closed	-$177K	–	4952
2016 Q4	$177K	Buy	1,339 +1,214	+971%	+$153K	﹤0.01%	1470
2016 Q3	$16K	Hold	125	–	–	﹤0.01%	3215
2016 Q2	$15K	Hold	125	–	–	﹤0.01%	2987
2016 Q1	$11K	Hold	125	–	–	﹤0.01%	3188
2015 Q4	$11K	Hold	125	–	–	﹤0.01%	3264
2015 Q3	$12K	Buy	+125	New	+$15.3K	﹤0.01%	3096
2015 Q2	–	Sell	-125	Closed	-$20K	–	3130
2015 Q1	$20K	Hold	125	–	–	﹤0.01%	2724
2014 Q4	$19K	Buy	+125	New	+$21.8K	﹤0.01%	2706
2014 Q1	–	Sell	-109	Closed	-$22K	–	3781
2013 Q4	$22K	Sell	109 -50	-31%	-$9.88K	﹤0.01%	2132
2013 Q3	$31K	Buy	+159	New	+$30.8K	﹤0.01%	1833

Other funds holding NDP

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Creative Planning's NDP Position: Q2 2020 in Review

Creative Planning sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q2 2020, closing a stake of 2,250 shares — an estimated $21K sold.

Creative Planning first reported a position in NDP in Q3 2013 and held it in 11 quarters. The position peaked at $177K in Q4 2016. 18 funds tracked by Wall St. Rank hold NDP as of Q2 2020.

Creative Planning reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 2,250 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q2 2020, an estimated $21K.
Creative Planning first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q3 2013 and held it in 11 quarters.
Creative Planning's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $177K in Q4 2016.
18 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.