Geode Capital Management
NDP

Geode Capital Management’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Geode Capital Management’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
2020
Q1 		– Sell
-3,443
Closed -$119K – 4185
2019
Q4 		$119K Buy
+3,443
New +$108K ﹤0.01% 3943
2015
Q4 		– Hold
0
– – – 3832
2014
Q2 		– Hold
0
– – – 2805

Other funds holding NDP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Geode Capital Management's NDP Position: Q1 2020 in Review

Geode Capital Management sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q1 2020, closing a stake of 3,443 shares — an estimated $119K sold.

Geode Capital Management first reported a position in NDP in Q4 2019 and held it in 1 quarter. The position peaked at $119K in Q4 2019. 32 funds tracked by Wall St. Rank hold NDP as of Q1 2020.

  • Geode Capital Management reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q1 2020 after selling out during the quarter.
  • Geode Capital Management sold 3,443 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q1 2020, an estimated $119K.
  • Geode Capital Management first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q4 2019 and held it in 1 quarter.
  • Geode Capital Management's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $119K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q1 2020.

Based on Geode Capital Management's 13F filing for Q1 2020, filed 14 May 2020.