IFP Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

IFP 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
2017 Q3	–	Sell	-333	Closed	-$7K	–	4205
2017 Q2	$7K	Hold	333	–	–	﹤0.01%	3244
2017 Q1	$7K	Sell	333 -667	-67%	-$14.9K	﹤0.01%	3146
2016 Q4	$22K	Hold	1,000	–	–	﹤0.01%	2396
2016 Q3	$22K	Hold	1,000	–	–	﹤0.01%	2355
2016 Q2	$20K	Buy	+1,000	New	+$18.6K	﹤0.01%	2346
2016 Q1	–	Sell	-1,000	Closed	-$17K	–	3367
2015 Q4	$17K	Buy	+1,000	New	+$18.7K	﹤0.01%	2270

Other funds holding TPZ

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's TPZ Position: Q3 2017 in Review

IFP Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2017, closing a stake of 333 shares — an estimated $7K sold.

IFP Advisors first reported a position in TPZ in Q4 2015 and held it in 6 quarters. The position peaked at $22K in Q4 2016. 31 funds tracked by Wall St. Rank hold TPZ as of Q3 2017.

IFP Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2017 after selling out during the quarter.
IFP Advisors sold 333 Tortoise Electrification Infrastructure ETF shares in Q3 2017, an estimated $7K.
IFP Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2015 and held it in 6 quarters.
IFP Advisors's Tortoise Electrification Infrastructure ETF position peaked at $22K in Q4 2016.
31 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.