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Edmonds Duncan Registered Investment Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2024
Q3 		$7.19M Buy
229,188
+9,754
+4% +$296K 1.58% 18
2024
Q2 		$6.33M Sell
219,434
-21,929
-9% -$616K 1.54% 17
2024
Q1 		$6.75M Buy
241,363
+5,106
+2% +$135K 1.69% 15
2023
Q4 		$6.13M Buy
236,257
+172
+0.1% +$4.35K 1.59% 16
2023
Q3 		$5.77M Buy
236,085
+1,141
+0.5% +$28.6K 1.62% 16
2023
Q2 		$5.79M Buy
234,944
+5,533
+2% +$135K 1.74% 14
2023
Q1 		$5.58M Sell
229,411
-2,920
-1% -$72.7K 1.73% 14
2022
Q4 		$5.74M Sell
232,331
-7,479
-3% -$187K 1.87% 15
2022
Q3 		$5.54M Buy
239,810
+9,879
+4% +$252K 1.96% 14
2022
Q2 		$5.58M Sell
229,931
-2,889
-1% -$76.2K 1.91% 15
2022
Q1 		$6.17M Buy
232,820
+3,350
+1% +$81.8K 1.8% 14
2021
Q4 		$5.39M Buy
229,470
+17,744
+8% +$403K 1.42% 16
2021
Q3 		$4.62M Buy
211,726
+10,236
+5% +$224K 1.4% 17
2021
Q2 		$4.54M Buy
201,490
+10,148
+5% +$224K 1.41% 17
2021
Q1 		$3.88M Buy
191,342
+3,729
+2% +$71.8K 1.29% 23
2020
Q4 		$3.57M Sell
187,613
-211,540
-53% -$3.55M 1.19% 25
2020
Q3 		$5.98M Sell
399,153
-44,671
-10% -$739K 2.49% 12
2020
Q2 		$7.33M Sell
443,824
-5,786
-1% -$94.5K 3.19% 11
2020
Q1 		$6.11M Buy
449,610
+135,965
+43% +$2.77M 3.1% 12
2019
Q4 		$7.37M Buy
313,645
+9,067
+3% +$206K 2.99% 11
2019
Q3 		$7.13M Sell
304,578
-2,687
-0.9% -$63.2K 3% 10
2019
Q2 		$7.37M Sell
307,265
-10,799
-3% -$257K 3.04% 10
2019
Q1 		$7.59M Buy
318,064
+7,681
+2% +$176K 3.16% 9
2018
Q4 		$6.18M Sell
310,383
-49,970
-14% -$1.1M 2.89% 11
2018
Q3 		$8.38M Buy
360,353
+6,165
+2% +$147K 3.43% 9
2018
Q2 		$8.25M Buy
354,188
+12,688
+4% +$283K 3.59% 7
2018
Q1 		$7.11M Buy
341,500
+14,548
+4% +$327K 3.19% 9
2017
Q4 		$7.64M Buy
326,952
+18,571
+6% +$428K 3.44% 8
2017
Q3 		$7.14M Buy
+308,381
New +$7.25M 3.32% 8

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's TPYP Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Tortoise North American Pipeline ETF (TPYP) stake by 4.4% in Q3 2024, buying an estimated $296K and bringing the position to 229,188 shares worth $7.19M. The position accounts for 1.58% of the portfolio, ranked #18.

Edmonds Duncan Registered Investment Advisors first reported a position in TPYP in Q3 2017 and has held it in 29 quarters since. The position peaked at $8.38M in Q3 2018. 111 funds tracked by Wall St. Rank hold TPYP as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 229,188 shares of Tortoise North American Pipeline ETF worth $7.19M as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 9,754 Tortoise North American Pipeline ETF shares in Q3 2024, an estimated $296K.
  • Tortoise North American Pipeline ETF made up 1.58% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #18 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Tortoise North American Pipeline ETF in Q3 2017 and has held it in 29 quarters since.
  • Edmonds Duncan Registered Investment Advisors's Tortoise North American Pipeline ETF position peaked at $8.38M in Q3 2018.
  • 111 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.