First Foundation Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

First Foundation 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
2020 Q4	–	Sell	-23,060	Closed	-$345K	–	425
2020 Q3	$345K	Hold	23,060	–	–	0.02%	274
2020 Q2	$381K	Hold	23,060	–	–	0.02%	254
2020 Q1	$313K	Buy	23,060 +6,900	+43%	+$141K	0.02%	275
2019 Q4	$380K	Hold	16,160	–	–	0.02%	269
2019 Q3	$378K	Hold	16,160	–	–	0.02%	256
2019 Q2	$386K	Hold	16,160	–	–	0.02%	247
2019 Q1	$386K	Hold	16,160	–	–	0.02%	239
2018 Q4	$322K	Buy	+16,160	New	+$356K	0.02%	306

Other funds holding TPYP

RWA

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

ABTD

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

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

RJFSA

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

First Foundation Advisors's TPYP Position: Q4 2020 in Review

First Foundation Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2020, closing a stake of 23,060 shares — an estimated $345K sold.

First Foundation Advisors first reported a position in TPYP in Q4 2018 and held it in 8 quarters. The position peaked at $386K in Q2 2019. 60 funds tracked by Wall St. Rank hold TPYP as of Q4 2020.

First Foundation Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q4 2020 after selling out during the quarter.
First Foundation Advisors sold 23,060 Tortoise North American Pipeline ETF shares in Q4 2020, an estimated $345K.
First Foundation Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2018 and held it in 8 quarters.
First Foundation Advisors's Tortoise North American Pipeline ETF position peaked at $386K in Q2 2019.
60 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.