OneDigital Investment Advisors’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

OneDigital Investment Advisors’s Portfolio TTP Stock Details TTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-562	Closed	-$32K	–	1281
2019 Q2	$32K	Buy	562 +15	+3%	+$887	﹤0.01%	672
2019 Q1	$33K	Buy	547 +265	+94%	+$15.8K	﹤0.01%	599
2018 Q4	$14K	Buy	+282	New	+$16.9K	﹤0.01%	789
2018 Q3	–	Sell	-268	Closed	-$18K	–	1328
2018 Q2	$18K	Buy	268 +6	+2%	+$411	﹤0.01%	857
2018 Q1	$17K	Buy	262 +6	+2%	+$435	﹤0.01%	879
2017 Q4	$19K	Buy	256 +6	+2%	+$433	﹤0.01%	833
2017 Q3	$19K	Buy	+250	New	+$19K	0.01%	673

Other funds holding TTP

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WAM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneDigital Investment Advisors's TTP Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q3 2019, closing a stake of 562 shares — an estimated $32K sold.

OneDigital Investment Advisors first reported a position in TTP in Q3 2017 and held it in 7 quarters. The position peaked at $33K in Q1 2019. 26 funds tracked by Wall St. Rank hold TTP as of Q3 2019.

OneDigital Investment Advisors reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 562 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q3 2019, an estimated $32K.
OneDigital Investment Advisors first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q3 2017 and held it in 7 quarters.
OneDigital Investment Advisors's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $33K in Q1 2019.
26 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.