IFP Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

IFP Advisors’s Portfolio TBLU Stock Details TBLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-100	Closed	-$3K	–	4088
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	3419
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	3469
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	3656
2017 Q2	$3K	Buy	+100	New	+$2.57K	﹤0.01%	3649

Other funds holding TBLU

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

IFP Advisors's TBLU Position: Q2 2018 in Review

IFP Advisors sold out of Tortoise Global Water ETF (TBLU) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

IFP Advisors first reported a position in TBLU in Q2 2017 and held it in 4 quarters. The position peaked at $3K in Q1 2018. 7 funds tracked by Wall St. Rank hold TBLU as of Q2 2018.

IFP Advisors reported no remaining Tortoise Global Water ETF position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 100 Tortoise Global Water ETF shares in Q2 2018, an estimated $3K.
IFP Advisors first reported a position in Tortoise Global Water ETF in Q2 2017 and held it in 4 quarters.
IFP Advisors's Tortoise Global Water ETF position peaked at $3K in Q1 2018.
7 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.