RE Dickinson Investment Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

RE Dickinson Investment Advisors’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
2022 Q4	–	Sell	-208	Closed	-$5K	–	401
2022 Q3	$5K	Buy	208 +89	+75%	+$2.27K	﹤0.01%	185
2022 Q2	$3	Buy	+119	New	+$3.14K	﹤0.01%	234

Other funds holding TPYP

Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RE Dickinson Investment Advisors's TPYP Position: Q4 2022 in Review

RE Dickinson Investment Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2022, closing a stake of 208 shares — an estimated $5K sold.

RE Dickinson Investment Advisors first reported a position in TPYP in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 98 funds tracked by Wall St. Rank hold TPYP as of Q4 2022.

RE Dickinson Investment Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q4 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 208 Tortoise North American Pipeline ETF shares in Q4 2022, an estimated $5K.
RE Dickinson Investment Advisors first reported a position in Tortoise North American Pipeline ETF in Q2 2022 and held it in 2 quarters.
RE Dickinson Investment Advisors's Tortoise North American Pipeline ETF position peaked at $5K in Q3 2022.
98 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.