Klingman & Associates’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Klingman & Associates’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
2020 Q1	–	Sell	-1,075,597	Closed	-$25.3M	–	139
2019 Q4	$25.3M	Sell	1,075,597 -249,578	-19%	-$5.67M	4.14%	6
2019 Q3	$31M	Sell	1,325,175 -83,831	-6%	-$1.97M	5.55%	5
2019 Q2	$33.7M	Buy	1,409,006 +24,177	+2%	+$575K	6.26%	4
2019 Q1	$33.1M	Buy	1,384,829 +21,265	+2%	+$488K	6.45%	4
2018 Q4	$27.1M	Buy	1,363,564 +347,132	+34%	+$7.65M	6.11%	4
2018 Q3	$23.7M	Buy	1,016,432 +10,957	+1%	+$262K	4.84%	4
2018 Q2	$23.4M	Buy	+1,005,475	New	+$22.5M	5.04%	4

Other funds holding TPYP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Klingman & Associates's TPYP Position: Q1 2020 in Review

Klingman & Associates sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2020, closing a stake of 1,075,597 shares — an estimated $25.3M sold.

Klingman & Associates first reported a position in TPYP in Q2 2018 and held it in 7 quarters. The position peaked at $33.7M in Q2 2019. 62 funds tracked by Wall St. Rank hold TPYP as of Q1 2020.

Klingman & Associates reported no remaining Tortoise North American Pipeline ETF position as of Q1 2020 after selling out during the quarter.
Klingman & Associates sold 1,075,597 Tortoise North American Pipeline ETF shares in Q1 2020, an estimated $25.3M.
Klingman & Associates first reported a position in Tortoise North American Pipeline ETF in Q2 2018 and held it in 7 quarters.
Klingman & Associates's Tortoise North American Pipeline ETF position peaked at $33.7M in Q2 2019.
62 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2020.

Based on Klingman & Associates's 13F filing for Q1 2020, filed 29 Apr 2020.