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Plancorp LLC’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Plancorp LLC’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
2019
Q3 		– Sell
-23,722
Closed -$567K – 175
2019
Q2 		$567K Hold
23,722
– – 0.22% 82
2019
Q1 		$566K Hold
23,722
– – 0.21% 86
2018
Q4 		$472K Sell
23,722
-1,636
-6% -$36K 0.21% 87
2018
Q3 		$590K Buy
+25,358
New +$606K 0.23% 88

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Plancorp LLC's TPYP Position: Q3 2019 in Review

Plancorp LLC sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2019, closing a stake of 23,722 shares — an estimated $567K sold.

Plancorp LLC first reported a position in TPYP in Q3 2018 and held it in 4 quarters. The position peaked at $590K in Q3 2018. 57 funds tracked by Wall St. Rank hold TPYP as of Q3 2019.

  • Plancorp LLC reported no remaining Tortoise North American Pipeline ETF position as of Q3 2019 after selling out during the quarter.
  • Plancorp LLC sold 23,722 Tortoise North American Pipeline ETF shares in Q3 2019, an estimated $567K.
  • Plancorp LLC first reported a position in Tortoise North American Pipeline ETF in Q3 2018 and held it in 4 quarters.
  • Plancorp LLC's Tortoise North American Pipeline ETF position peaked at $590K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2019.

Based on Plancorp LLC's 13F filing for Q3 2019, filed 12 Nov 2019.