Monetary Management Group’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Monetary Management Group’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
2023 Q3	–	Sell	-3,051	Closed	-$87.7K	–	340
2023 Q2	$87.7K	Sell	3,051 -2,000	-40%	-$56.8K	0.03%	227
2023 Q1	$142K	Hold	5,051	–	–	0.04%	203
2022 Q4	$147K	Buy	+5,051	New	+$163K	0.05%	205
2022 Q3	–	Sell	-7,000	Closed	-$190K	–	357
2022 Q2	$190K	Buy	7,000 +3,000	+75%	+$91.2K	0.06%	182
2022 Q1	$119K	Buy	+4,000	New	+$107K	0.03%	212

Other funds holding NDP

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Monetary Management Group's NDP Position: Q3 2023 in Review

Monetary Management Group sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q3 2023, closing a stake of 3,051 shares — an estimated $87.7K sold.

Monetary Management Group first reported a position in NDP in Q1 2022 and held it in 5 quarters. The position peaked at $190K in Q2 2022. 24 funds tracked by Wall St. Rank hold NDP as of Q3 2023.

Monetary Management Group reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q3 2023 after selling out during the quarter.
Monetary Management Group sold 3,051 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q3 2023, an estimated $87.7K.
Monetary Management Group first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2022 and held it in 5 quarters.
Monetary Management Group's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $190K in Q2 2022.
24 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q3 2023.

Based on Monetary Management Group's 13F filing for Q3 2023, filed 9 Nov 2023.