JWM
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Janiczek Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Janiczek Wealth Management’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
Q1 		– Sell
-4,502
Closed -$90K – 184
2018
Q4 		$90K Buy
+4,502
New +$99.2K 0.05% 64

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 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 $12.4B AUM 17.21% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janiczek Wealth Management's TPYP Position: Q1 2019 in Review

Janiczek Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2019, closing a stake of 4,502 shares — an estimated $90K sold.

Janiczek Wealth Management first reported a position in TPYP in Q4 2018 and held it in 1 quarter. The position peaked at $90K in Q4 2018. 56 funds tracked by Wall St. Rank hold TPYP as of Q1 2019.

  • Janiczek Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q1 2019 after selling out during the quarter.
  • Janiczek Wealth Management sold 4,502 Tortoise North American Pipeline ETF shares in Q1 2019, an estimated $90K.
  • Janiczek Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q4 2018 and held it in 1 quarter.
  • Janiczek Wealth Management's Tortoise North American Pipeline ETF position peaked at $90K in Q4 2018.
  • 56 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2019.

Based on Janiczek Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.