Evensky & Katz’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Evensky & Katz’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 Q2	–	Sell	-611,112	Closed	-$8.3M	–	97
2020 Q1	$8.3M	Buy	611,112 +174,773	+40%	+$3.56M	1.3%	18
2019 Q4	$10.3M	Sell	436,339 -7,454	-2%	-$169K	1.42%	13
2019 Q3	$10.4M	Buy	443,793 +6,323	+1%	+$149K	1.42%	14
2019 Q2	$10.5M	Sell	437,470 -7,875	-2%	-$187K	1.45%	14
2019 Q1	$10.6M	Buy	+445,345	New	+$10.2M	1.49%	14

Other funds holding TPYP

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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

Evensky & Katz's TPYP Position: Q2 2020 in Review

Evensky & Katz sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2020, closing a stake of 611,112 shares — an estimated $8.3M sold.

Evensky & Katz first reported a position in TPYP in Q1 2019 and held it in 5 quarters. The position peaked at $10.6M in Q1 2019. 59 funds tracked by Wall St. Rank hold TPYP as of Q2 2020.

Evensky & Katz reported no remaining Tortoise North American Pipeline ETF position as of Q2 2020 after selling out during the quarter.
Evensky & Katz sold 611,112 Tortoise North American Pipeline ETF shares in Q2 2020, an estimated $8.3M.
Evensky & Katz first reported a position in Tortoise North American Pipeline ETF in Q1 2019 and held it in 5 quarters.
Evensky & Katz's Tortoise North American Pipeline ETF position peaked at $10.6M in Q1 2019.
59 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.