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D.A. Davidson & Co’s Tortoise North American Pipeline ETF TPYP Stock Holding History

D.A. Davidson & Co’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
2021
Q4 		– Sell
-9,250
Closed -$202K – 1308
2021
Q3 		$202K Hold
9,250
– – ﹤0.01% 1150
2021
Q2 		$208K Buy
+9,250
New +$204K ﹤0.01% 1122

Other funds holding TPYP

BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

D.A. Davidson & Co's TPYP Position: Q4 2021 in Review

D.A. Davidson & Co sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2021, closing a stake of 9,250 shares — an estimated $202K sold.

D.A. Davidson & Co first reported a position in TPYP in Q2 2021 and held it in 2 quarters. The position peaked at $208K in Q2 2021. 79 funds tracked by Wall St. Rank hold TPYP as of Q4 2021.

  • D.A. Davidson & Co reported no remaining Tortoise North American Pipeline ETF position as of Q4 2021 after selling out during the quarter.
  • D.A. Davidson & Co sold 9,250 Tortoise North American Pipeline ETF shares in Q4 2021, an estimated $202K.
  • D.A. Davidson & Co first reported a position in Tortoise North American Pipeline ETF in Q2 2021 and held it in 2 quarters.
  • D.A. Davidson & Co's Tortoise North American Pipeline ETF position peaked at $208K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2021.

Based on D.A. Davidson & Co's 13F filing for Q4 2021, filed 31 Jan 2022.