Partnervest Advisory Services’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Partnervest Advisory Services’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
2019 Q2	–	Sell	-5,738	Closed	-$383K	–	289
2019 Q1	$383K	Buy	5,738 +2,082	+57%	+$145K	0.16%	118
2018 Q4	$198K	Buy	+3,656	New	+$287K	0.1%	188

Other funds holding NDP

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Partnervest Advisory Services's NDP Position: Q2 2019 in Review

Partnervest Advisory Services sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q2 2019, closing a stake of 5,738 shares — an estimated $383K sold.

Partnervest Advisory Services first reported a position in NDP in Q4 2018 and held it in 2 quarters. The position peaked at $383K in Q1 2019. 29 funds tracked by Wall St. Rank hold NDP as of Q2 2019.

Partnervest Advisory Services reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q2 2019 after selling out during the quarter.
Partnervest Advisory Services sold 5,738 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q2 2019, an estimated $383K.
Partnervest Advisory Services first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q4 2018 and held it in 2 quarters.
Partnervest Advisory Services's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $383K in Q1 2019.
29 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q2 2019.

Based on Partnervest Advisory Services's 13F filing for Q2 2019, filed 7 Aug 2019.