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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EDRIA

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

MFP

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UAS

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pinnacle Advisory Group's TPYP Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2018, closing a stake of 276,887 shares — an estimated $6.47M sold.

Pinnacle Advisory Group first reported a position in TPYP in Q4 2016 and held it in 5 quarters. The position peaked at $6.5M in Q3 2017. 28 funds tracked by Wall St. Rank hold TPYP as of Q1 2018.

Pinnacle Advisory Group reported no remaining Tortoise North American Pipeline ETF position as of Q1 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 276,887 Tortoise North American Pipeline ETF shares in Q1 2018, an estimated $6.47M.
Pinnacle Advisory Group first reported a position in Tortoise North American Pipeline ETF in Q4 2016 and held it in 5 quarters.
Pinnacle Advisory Group's Tortoise North American Pipeline ETF position peaked at $6.5M in Q3 2017.
28 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.