IAA
NDP

Independent Advisor Alliance’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Independent Advisor Alliance’s Portfolio NDP Stock Details NDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,562
Closed -$89K – 896
2019
Q4 		$89K Buy
+2,562
New +$80.1K ﹤0.01% 865
2017
Q2 		– Sell
-1,346
Closed -$179K – 424
2017
Q1 		$179K Buy
+1,346
New +$176K 0.03% 385

Other funds holding NDP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Advisor Alliance's NDP Position: Q1 2020 in Review

Independent Advisor Alliance sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q1 2020, closing a stake of 2,562 shares — an estimated $89K sold.

Independent Advisor Alliance first reported a position in NDP in Q1 2017 and held it in 2 quarters. The position peaked at $179K in Q1 2017. 32 funds tracked by Wall St. Rank hold NDP as of Q1 2020.

  • Independent Advisor Alliance reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,562 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q1 2020, an estimated $89K.
  • Independent Advisor Alliance first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $179K in Q1 2017.
  • 32 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.