LPL Financial’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,532
| Closed | -$208K | – | 5471 |
|
|
2024
Q3 | $208K | Buy |
+5,532
| New | +$204K | ﹤0.01% | 4698 |
|
|
2019
Q3 | – | Sell |
-1,444
| Closed | -$83K | – | 3387 |
|
|
2019
Q2 | $83K | Buy |
+1,444
| New | +$94.3K | ﹤0.01% | 3165 |
|
|
2018
Q4 | – | Sell |
-2,156
| Closed | -$212K | – | 3270 |
|
|
2018
Q3 | $212K | Buy |
2,156
+248
| +13% | +$25.3K | ﹤0.01% | 2960 |
|
|
2018
Q2 | $193K | Sell |
1,908
-1,124
| -37% | -$111K | ﹤0.01% | 2992 |
|
|
2018
Q1 | $273K | Buy |
3,032
+1,756
| +138% | +$177K | ﹤0.01% | 2704 |
|
|
2017
Q4 | $136K | Sell |
1,276
-260
| -17% | -$26.6K | ﹤0.01% | 2896 |
|
|
2017
Q3 | $164K | Sell |
1,536
-375
| -20% | -$39.6K | ﹤0.01% | 2709 |
|
|
2017
Q2 | $204K | Sell |
1,911
-2,695
| -59% | -$325K | ﹤0.01% | 2573 |
|
|
2017
Q1 | $611K | Sell |
4,606
-908
| -16% | -$119K | ﹤0.01% | 1627 |
|
|
2016
Q4 | $745K | Buy |
5,514
+2,000
| +57% | +$252K | 0.01% | 1413 |
|
|
2016
Q3 | $443K | Buy |
3,514
+1,062
| +43% | +$131K | ﹤0.01% | 1826 |
|
|
2016
Q2 | $288K | Sell |
2,452
-1,339
| -35% | -$142K | ﹤0.01% | 2106 |
|
|
2016
Q1 | $328K | Buy |
3,791
+2,018
| +114% | +$164K | ﹤0.01% | 2443 |
|
|
2015
Q4 | $161K | Buy |
+1,773
| New | +$187K | ﹤0.01% | 2892 |
|
|
2015
Q3 | – | Sell |
-1,774
| Closed | -$247K | – | 2912 |
|
|
2015
Q2 | $247K | Buy |
1,774
+163
| +10% | +$26.4K | ﹤0.01% | 2461 |
|
|
2015
Q1 | $258K | Buy |
+1,611
| New | +$262K | ﹤0.01% | 2364 |
|
LPL Financial's NDP Position: Q4 2024 in Review
LPL Financial sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q4 2024, closing a stake of 5,532 shares — an estimated $208K sold.
LPL Financial first reported a position in NDP in Q1 2015 and held it in 16 quarters. The position peaked at $745K in Q4 2016. 0 funds tracked by Wall St. Rank hold NDP as of Q4 2024.
- LPL Financial reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q4 2024 after selling out during the quarter.
- LPL Financial sold 5,532 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q4 2024, an estimated $208K.
- LPL Financial first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2015 and held it in 16 quarters.
- LPL Financial's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $745K in Q4 2016.
- 0 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q4 2024.
Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.