Pinnacle Advisory Group’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Pinnacle Advisory 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
2018 Q1	–	Sell	-276,887	Closed	-$6.47M	–	207
2017 Q4	$6.47M	Buy	276,887 +484	+0.2%	+$11.1K	0.38%	29
2017 Q3	$6.5M	Buy	276,403 +9,391	+4%	+$221K	0.4%	30
2017 Q2	$6.24M	Buy	267,012 +77,997	+41%	+$1.84M	0.4%	36
2017 Q1	$4.57M	Buy	189,015 +57,751	+44%	+$1.39M	0.3%	38
2016 Q4	$3.11M	Buy	+131,264	New	+$3.03M	0.21%	40

Other funds holding TPYP

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Bank of America

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

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Royal Bank of Canada

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

Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return