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Oxford Financial Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Oxford Financial Group’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
2020
Q4 		– Sell
-25,995
Closed -$389K – 219
2020
Q3 		$389K Sell
25,995
-882,857
-97% -$14.6M 0.06% 110
2020
Q2 		$15M Sell
908,852
-50,667
-5% -$828K 2.55% 10
2020
Q1 		$13M Buy
959,519
+97,021
+11% +$1.98M 2.6% 10
2019
Q4 		$20.3M Buy
+862,498
New +$19.6M 5.62% 5

Other funds holding TPYP

RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Oxford Financial Group's TPYP Position: Q4 2020 in Review

Oxford Financial Group sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2020, closing a stake of 25,995 shares — an estimated $389K sold.

Oxford Financial Group first reported a position in TPYP in Q4 2019 and held it in 4 quarters. The position peaked at $20.3M in Q4 2019. 60 funds tracked by Wall St. Rank hold TPYP as of Q4 2020.

  • Oxford Financial Group reported no remaining Tortoise North American Pipeline ETF position as of Q4 2020 after selling out during the quarter.
  • Oxford Financial Group sold 25,995 Tortoise North American Pipeline ETF shares in Q4 2020, an estimated $389K.
  • Oxford Financial Group first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and held it in 4 quarters.
  • Oxford Financial Group's Tortoise North American Pipeline ETF position peaked at $20.3M in Q4 2019.
  • 60 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2020.

Based on Oxford Financial Group's 13F filing for Q4 2020, filed 10 Feb 2021.