Kovitz Investment Group Partners
TTP

Kovitz Investment Group Partners’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Kovitz Investment Group Partners’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
2019
Q4 		– Sell
-3,500
Closed -$186K – 382
2019
Q3 		$186K Buy
+3,500
New +$190K 0.01% 351

Other funds holding TTP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's TTP Position: Q4 2019 in Review

Kovitz Investment Group Partners sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q4 2019, closing a stake of 3,500 shares — an estimated $186K sold.

Kovitz Investment Group Partners first reported a position in TTP in Q3 2019 and held it in 1 quarter. The position peaked at $186K in Q3 2019. 30 funds tracked by Wall St. Rank hold TTP as of Q4 2019.

  • Kovitz Investment Group Partners reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q4 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,500 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q4 2019, an estimated $186K.
  • Kovitz Investment Group Partners first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q3 2019 and held it in 1 quarter.
  • Kovitz Investment Group Partners's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $186K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q4 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2019, filed 13 Feb 2020.