LFS
NDP

Legacy Financial Strategies’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Legacy Financial Strategies’s Portfolio NDP Stock Details NDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-7,425
Closed -$68K – 63
2020
Q1 		$68K Hold
7,425
– – 0.06% 54
2019
Q4 		$258K Sell
7,425
-44
-0.6% -$1.38K 0.21% 58
2019
Q3 		$234K Hold
7,469
– – 0.21% 57
2019
Q2 		$425K Hold
7,469
– – 0.4% 45
2019
Q1 		$498K Buy
7,469
+563
+8% +$39.2K 0.43% 41
2018
Q4 		$375K Buy
6,906
+250
+4% +$19.6K 0.37% 41
2018
Q3 		$533K Buy
6,656
+1,000
+18% +$102K 0.54% 27
2018
Q2 		$571K Buy
5,656
+125
+2% +$12.3K 0.51% 29
2018
Q1 		$498K Buy
5,531
+2,000
+57% +$201K 0.49% 33
2017
Q4 		$375K Buy
+3,531
New +$362K 0.4% 53

Other funds holding NDP

AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Legacy Financial Strategies's NDP Position: Q2 2020 in Review

Legacy Financial Strategies sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q2 2020, closing a stake of 7,425 shares — an estimated $68K sold.

Legacy Financial Strategies first reported a position in NDP in Q4 2017 and held it in 10 quarters. The position peaked at $571K in Q2 2018. 18 funds tracked by Wall St. Rank hold NDP as of Q2 2020.

  • Legacy Financial Strategies reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q2 2020 after selling out during the quarter.
  • Legacy Financial Strategies sold 7,425 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q2 2020, an estimated $68K.
  • Legacy Financial Strategies first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q4 2017 and held it in 10 quarters.
  • Legacy Financial Strategies's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $571K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q2 2020.

Based on Legacy Financial Strategies's 13F filing for Q2 2020, filed 14 Aug 2020.