CAG
NDP

Crestwood Advisors Group’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-125
Closed -$15K – 452
2017
Q1 		$15K Buy
+125
New +$16.4K ﹤0.01% 407

Other funds holding NDP

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crestwood Advisors Group's NDP Position: Q2 2017 in Review

Crestwood Advisors Group sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q2 2017, closing a stake of 125 shares — an estimated $15K sold.

Crestwood Advisors Group first reported a position in NDP in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 27 funds tracked by Wall St. Rank hold NDP as of Q2 2017.

  • Crestwood Advisors Group reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 125 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q2 2017, an estimated $15K.
  • Crestwood Advisors Group first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $15K in Q1 2017.
  • 27 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.