Creative Planning
TTP

Creative Planning’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Creative Planning’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
2017
Q1 		– Sell
-40
Closed -$3K – 5029
2016
Q4 		$3K Buy
+40
New +$3.37K ﹤0.01% 4202

Other funds holding TTP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Creative Planning's TTP Position: Q1 2017 in Review

Creative Planning sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q1 2017, closing a stake of 40 shares — an estimated $3K sold.

Creative Planning first reported a position in TTP in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 35 funds tracked by Wall St. Rank hold TTP as of Q1 2017.

  • Creative Planning reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 40 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q1 2017, an estimated $3K.
  • Creative Planning first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q4 2016 and held it in 1 quarter.
  • Creative Planning's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $3K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.