JIR
TPYP icon

James Investment Research’s Tortoise North American Pipeline ETF TPYP Stock Holding History

James Investment Research’s Portfolio TPYP Stock Details TPYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11,675
Closed -$279K – 788
2019
Q1 		$279K Hold
11,675
– – 0.02% 498
2018
Q4 		$232K Hold
11,675
– – 0.01% 522
2018
Q3 		$272K Hold
11,675
– – 0.01% 559
2018
Q2 		$272K Hold
11,675
– – 0.01% 563
2018
Q1 		$243K Buy
11,675
+4,920
+73% +$111K 0.01% 558
2017
Q4 		$158K Buy
+6,755
New +$156K 0.01% 573

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

James Investment Research's TPYP Position: Q2 2019 in Review

James Investment Research sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2019, closing a stake of 11,675 shares — an estimated $279K sold.

James Investment Research first reported a position in TPYP in Q4 2017 and held it in 6 quarters. The position peaked at $279K in Q1 2019. 57 funds tracked by Wall St. Rank hold TPYP as of Q2 2019.

  • James Investment Research reported no remaining Tortoise North American Pipeline ETF position as of Q2 2019 after selling out during the quarter.
  • James Investment Research sold 11,675 Tortoise North American Pipeline ETF shares in Q2 2019, an estimated $279K.
  • James Investment Research first reported a position in Tortoise North American Pipeline ETF in Q4 2017 and held it in 6 quarters.
  • James Investment Research's Tortoise North American Pipeline ETF position peaked at $279K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2019.

Based on James Investment Research's 13F filing for Q2 2019, filed 24 Jul 2019.