Essex Savings Bank’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Essex Savings Bank’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
2020 Q1	–	Sell	-10,557	Closed	-$248K	–	167
2019 Q4	$248K	Sell	10,557 -326	-3%	-$7.41K	0.13%	156
2019 Q3	$255K	Buy	+10,883	New	+$256K	0.13%	148
2019 Q1	–	Sell	-10,883	Closed	-$217K	–	682
2018 Q4	$217K	Buy	+10,883	New	+$240K	0.14%	125

Other funds holding TPYP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Essex Savings Bank's TPYP Position: Q1 2020 in Review

Essex Savings Bank sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2020, closing a stake of 10,557 shares — an estimated $248K sold.

Essex Savings Bank first reported a position in TPYP in Q4 2018 and held it in 3 quarters. The position peaked at $255K in Q3 2019. 62 funds tracked by Wall St. Rank hold TPYP as of Q1 2020.

Essex Savings Bank reported no remaining Tortoise North American Pipeline ETF position as of Q1 2020 after selling out during the quarter.
Essex Savings Bank sold 10,557 Tortoise North American Pipeline ETF shares in Q1 2020, an estimated $248K.
Essex Savings Bank first reported a position in Tortoise North American Pipeline ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Tortoise North American Pipeline ETF position peaked at $255K in Q3 2019.
62 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2020.

Based on Essex Savings Bank's 13F filing for Q1 2020, filed 28 Apr 2020.