PMFA
TTP

Plante Moran Financial Advisors’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Plante Moran Financial Advisors’s Portfolio TTP Stock Details TTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-250
Closed -$13K – 953
2019
Q3 		$13K Buy
+250
New +$13.6K ﹤0.01% 557

Other funds holding TTP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plante Moran Financial Advisors's TTP Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q4 2019, closing a stake of 250 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in TTP in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 30 funds tracked by Wall St. Rank hold TTP as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 250 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q4 2019, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q3 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $13K in Q3 2019.
  • 30 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.