PMFA
NDP

Plante Moran Financial Advisors’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Plante Moran Financial Advisors’s Portfolio NDP Stock Details NDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-32
Closed -$6K – 675
2013
Q2 		$6K Buy
+32
New +$6.24K ﹤0.01% 433

Other funds holding NDP

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Plante Moran Financial Advisors's NDP Position: Q3 2013 in Review

Plante Moran Financial Advisors sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q3 2013, closing a stake of 32 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in NDP in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 22 funds tracked by Wall St. Rank hold NDP as of Q3 2013.

  • Plante Moran Financial Advisors reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q3 2013 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 32 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q3 2013, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q2 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $6K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q3 2013.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2013, filed 23 Oct 2013.