KLI
TTP

Kelman-Lazarov Inc’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-438
Closed -$37.7K – 278
2016
Q4 		$37.7K Hold
438
– – 0.02% 182
2016
Q3 		$36.3K Hold
438
– – 0.02% 200
2016
Q2 		$32.6K Hold
438
– – 0.02% 199
2016
Q1 		$25K Buy
+438
New +$22.4K 0.01% 232

Other funds holding TTP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kelman-Lazarov Inc's TTP Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q1 2017, closing a stake of 438 shares — an estimated $37.7K sold.

Kelman-Lazarov Inc first reported a position in TTP in Q1 2016 and held it in 4 quarters. The position peaked at $37.7K in Q4 2016. 35 funds tracked by Wall St. Rank hold TTP as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 438 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q1 2017, an estimated $37.7K.
  • Kelman-Lazarov Inc first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $37.7K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.