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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

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

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

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

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.