IHT Wealth Management
TPZ icon

IHT Wealth Management’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

IHT Wealth Management’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
-450
Closed -$1K – 1533
2017
Q2 		$1K Hold
450
– – ﹤0.01% 1364
2017
Q1 		$10K Hold
450
– – 0.01% 853
2016
Q4 		$10K Buy
+450
New +$9.6K 0.01% 805

Other funds holding TPZ

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Relative Value Partners Group
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IHT Wealth Management's TPZ Position: Q3 2017 in Review

IHT Wealth Management sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q3 2017, closing a stake of 450 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in TPZ in Q4 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2017. 31 funds tracked by Wall St. Rank hold TPZ as of Q3 2017.

  • IHT Wealth Management reported no remaining Tortoise Electrification Infrastructure ETF position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 450 Tortoise Electrification Infrastructure ETF shares in Q3 2017, an estimated $1K.
  • IHT Wealth Management first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Tortoise Electrification Infrastructure ETF position peaked at $10K in Q1 2017.
  • 31 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.