NGA
TEP

Naples Global Advisors’s Tallgrass Energy Partners, LP TEP Stock Holding History

Naples Global Advisors’s Portfolio TEP Stock Details TEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,950
Closed -$227K – 299
2017
Q4 		$227K Buy
4,950
+250
+5% +$11.4K 0.07% 265
2017
Q3 		$225K Buy
+4,700
New +$228K 0.08% 255

Other funds holding TEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Naples Global Advisors's TEP Position: Q1 2018 in Review

Naples Global Advisors sold out of Tallgrass Energy Partners, LP (TEP) in Q1 2018, closing a stake of 4,950 shares — an estimated $227K sold.

Naples Global Advisors first reported a position in TEP in Q3 2017 and held it in 2 quarters. The position peaked at $227K in Q4 2017. 139 funds tracked by Wall St. Rank hold TEP as of Q1 2018.

  • Naples Global Advisors reported no remaining Tallgrass Energy Partners, LP position as of Q1 2018 after selling out during the quarter.
  • Naples Global Advisors sold 4,950 Tallgrass Energy Partners, LP shares in Q1 2018, an estimated $227K.
  • Naples Global Advisors first reported a position in Tallgrass Energy Partners, LP in Q3 2017 and held it in 2 quarters.
  • Naples Global Advisors's Tallgrass Energy Partners, LP position peaked at $227K in Q4 2017.
  • 139 funds tracked by Wall St. Rank held Tallgrass Energy Partners, LP as of Q1 2018.

Based on Naples Global Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.