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PBMares Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

PBMares Wealth Management’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
-14,950
Closed -$224K – 128
2020
Q3 		$224K Buy
14,950
+1,100
+8% +$18.2K 0.33% 91
2020
Q2 		$229K Buy
+13,850
New +$226K 0.34% 95

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 $1.84B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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 $1.37T AUM 24.88% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

PBMares Wealth Management's TPYP Position: Q4 2020 in Review

PBMares Wealth Management sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2020, closing a stake of 14,950 shares — an estimated $224K sold.

PBMares Wealth Management first reported a position in TPYP in Q2 2020 and held it in 2 quarters. The position peaked at $229K in Q2 2020. 60 funds tracked by Wall St. Rank hold TPYP as of Q4 2020.

  • PBMares Wealth Management reported no remaining Tortoise North American Pipeline ETF position as of Q4 2020 after selling out during the quarter.
  • PBMares Wealth Management sold 14,950 Tortoise North American Pipeline ETF shares in Q4 2020, an estimated $224K.
  • PBMares Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q2 2020 and held it in 2 quarters.
  • PBMares Wealth Management's Tortoise North American Pipeline ETF position peaked at $229K in Q2 2020.
  • 60 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2020.

Based on PBMares Wealth Management's 13F filing for Q4 2020, filed 25 Jan 2021.