MAFM
NDP

Mid Atlantic Financial Management’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Mid Atlantic Financial Management’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
2019
Q3 		– Sell
-2,413
Closed -$139K – 771
2019
Q2 		$139K Buy
2,413
+588
+32% +$38.4K 0.01% 675
2019
Q1 		$122K Buy
+1,825
New +$127K 0.01% 670

Other funds holding NDP

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mid Atlantic Financial Management's NDP Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q3 2019, closing a stake of 2,413 shares — an estimated $139K sold.

Mid Atlantic Financial Management first reported a position in NDP in Q1 2019 and held it in 2 quarters. The position peaked at $139K in Q2 2019. 25 funds tracked by Wall St. Rank hold NDP as of Q3 2019.

  • Mid Atlantic Financial Management reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q3 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 2,413 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q3 2019, an estimated $139K.
  • Mid Atlantic Financial Management first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2019 and held it in 2 quarters.
  • Mid Atlantic Financial Management's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $139K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.