HFA
TPZ

HC Financial Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

HC Financial Advisors’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-300
Closed -$2K – 393
2020
Q1 		$2K Buy
+300
New +$4.19K ﹤0.01% 363

Other funds holding TPZ

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Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HC Financial Advisors's TPZ Position: Q2 2020 in Review

HC Financial Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q2 2020, closing a stake of 300 shares — an estimated $2K sold.

HC Financial Advisors first reported a position in TPZ in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 31 funds tracked by Wall St. Rank hold TPZ as of Q2 2020.

  • HC Financial Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q2 2020 after selling out during the quarter.
  • HC Financial Advisors sold 300 Tortoise Electrification Infrastructure ETF shares in Q2 2020, an estimated $2K.
  • HC Financial Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q1 2020 and held it in 1 quarter.
  • HC Financial Advisors's Tortoise Electrification Infrastructure ETF position peaked at $2K in Q1 2020.
  • 31 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q2 2020.

Based on HC Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.