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Patriot Investment Management Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Patriot Investment Management 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
Q3 		– Sell
-375
Closed -$6.2K – 604
2020
Q2 		$6.2K Buy
+375
New +$6.13K ﹤0.01% 551

Other funds holding TPYP

RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Patriot Investment Management Group's TPYP Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2020, closing a stake of 375 shares — an estimated $6.2K sold.

Patriot Investment Management Group first reported a position in TPYP in Q2 2020 and held it in 1 quarter. The position peaked at $6.2K in Q2 2020. 58 funds tracked by Wall St. Rank hold TPYP as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Tortoise North American Pipeline ETF position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 375 Tortoise North American Pipeline ETF shares in Q3 2020, an estimated $6.2K.
  • Patriot Investment Management Group first reported a position in Tortoise North American Pipeline ETF in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Tortoise North American Pipeline ETF position peaked at $6.2K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.