JFA
TPZ

JNBA Financial Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-1,430
Closed -$32K – 1270
2016
Q3 		$32K Buy
+1,430
New +$29.7K ﹤0.01% 659

Other funds holding TPZ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JNBA Financial Advisors's TPZ Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q4 2016, closing a stake of 1,430 shares — an estimated $32K sold.

JNBA Financial Advisors first reported a position in TPZ in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 35 funds tracked by Wall St. Rank hold TPZ as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,430 Tortoise Electrification Infrastructure ETF shares in Q4 2016, an estimated $32K.
  • JNBA Financial Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Tortoise Electrification Infrastructure ETF position peaked at $32K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.