CAG
TPZ

Crestwood Advisors Group’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Crestwood Advisors Group’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-250
Closed -$6K – 400
2017
Q1 		$6K Buy
+250
New +$5.57K ﹤0.01% 469

Other funds holding TPZ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Crestwood Advisors Group sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q2 2017, closing a stake of 250 shares — an estimated $6K sold.

Crestwood Advisors Group first reported a position in TPZ in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 36 funds tracked by Wall St. Rank hold TPZ as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Tortoise Electrification Infrastructure ETF position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 250 Tortoise Electrification Infrastructure ETF shares in Q2 2017, an estimated $6K.
  • Crestwood Advisors Group first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Tortoise Electrification Infrastructure ETF position peaked at $6K in Q1 2017.
  • 36 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2017.

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