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IFP Advisors’s TriplePoint Venture Growth BDC TPVG Stock Holding History

IFP Advisors’s Portfolio TPVG Stock Details TPVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-275
Closed -$3K – 3362
2018
Q4 		$3K Hold
275
– – ﹤0.01% 3071
2018
Q3 		$4K Buy
+275
New +$3.63K ﹤0.01% 3330

Other funds holding TPVG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

IFP Advisors's TPVG Position: Q1 2019 in Review

IFP Advisors sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2019, closing a stake of 275 shares — an estimated $3K sold.

IFP Advisors first reported a position in TPVG in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 55 funds tracked by Wall St. Rank hold TPVG as of Q1 2019.

  • IFP Advisors reported no remaining TriplePoint Venture Growth BDC position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 275 TriplePoint Venture Growth BDC shares in Q1 2019, an estimated $3K.
  • IFP Advisors first reported a position in TriplePoint Venture Growth BDC in Q3 2018 and held it in 2 quarters.
  • IFP Advisors's TriplePoint Venture Growth BDC position peaked at $4K in Q3 2018.
  • 55 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.