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Omnia Family Wealth’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Omnia Family Wealth’s Portfolio TPYP Stock Details TPYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,685
Closed -$88K – 482
2019
Q1 		$88K Hold
3,685
– – 0.04% 134
2018
Q4 		$73K Buy
+3,685
New +$81.2K 0.04% 133

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Omnia Family Wealth's TPYP Position: Q2 2019 in Review

Omnia Family Wealth sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2019, closing a stake of 3,685 shares — an estimated $88K sold.

Omnia Family Wealth first reported a position in TPYP in Q4 2018 and held it in 2 quarters. The position peaked at $88K in Q1 2019. 57 funds tracked by Wall St. Rank hold TPYP as of Q2 2019.

  • Omnia Family Wealth reported no remaining Tortoise North American Pipeline ETF position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 3,685 Tortoise North American Pipeline ETF shares in Q2 2019, an estimated $88K.
  • Omnia Family Wealth first reported a position in Tortoise North American Pipeline ETF in Q4 2018 and held it in 2 quarters.
  • Omnia Family Wealth's Tortoise North American Pipeline ETF position peaked at $88K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.