First Trust Advisors
NDP

First Trust Advisors’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

First Trust Advisors’s Portfolio NDP Stock Details NDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,310
Closed -$140K – 2467
2017
Q2 		$140K Sell
1,310
-12,852
-91% -$1.55M ﹤0.01% 2326
2017
Q1 		$1.87M Buy
14,162
+2,856
+25% +$374K 0.01% 1535
2016
Q4 		$1.49M Buy
11,306
+4,584
+68% +$579K ﹤0.01% 1623
2016
Q3 		$854K Buy
6,722
+1,769
+36% +$219K ﹤0.01% 1792
2016
Q2 		$591K Buy
+4,953
New +$527K ﹤0.01% 1910

Other funds holding NDP

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors's NDP Position: Q3 2017 in Review

First Trust Advisors sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q3 2017, closing a stake of 1,310 shares — an estimated $140K sold.

First Trust Advisors first reported a position in NDP in Q2 2016 and held it in 5 quarters. The position peaked at $1.87M in Q1 2017. 24 funds tracked by Wall St. Rank hold NDP as of Q3 2017.

  • First Trust Advisors reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q3 2017 after selling out during the quarter.
  • First Trust Advisors sold 1,310 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q3 2017, an estimated $140K.
  • First Trust Advisors first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q2 2016 and held it in 5 quarters.
  • First Trust Advisors's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $1.87M in Q1 2017.
  • 24 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q3 2017.

Based on First Trust Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.