IFG
TTP

Independent Financial Group’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Independent Financial Group’s Portfolio TTP Stock Details TTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,375
Closed -$35.8K – 516
2020
Q1 		$35.8K Buy
+3,375
New +$132K 0.01% 406

Other funds holding TTP

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's TTP Position: Q2 2020 in Review

Independent Financial Group sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q2 2020, closing a stake of 3,375 shares — an estimated $35.8K sold.

Independent Financial Group first reported a position in TTP in Q1 2020 and held it in 1 quarter. The position peaked at $35.8K in Q1 2020. 23 funds tracked by Wall St. Rank hold TTP as of Q2 2020.

  • Independent Financial Group reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 3,375 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q2 2020, an estimated $35.8K.
  • Independent Financial Group first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $35.8K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.