Schoolcraft Capital’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Schoolcraft Capital’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
2020 Q2	–	Sell	-49,363	Closed	-$670K	–	56
2020 Q1	$670K	Sell	49,363 -16,313	-25%	-$333K	0.41%	28
2019 Q4	$1.54M	Buy	65,676 +5,681	+9%	+$129K	0.79%	21
2019 Q3	$1.4M	Sell	59,995 -2,790	-4%	-$65.6K	0.8%	20
2019 Q2	$1.5M	Sell	62,785 -26,866	-30%	-$639K	0.89%	20
2019 Q1	$2.14M	Buy	+89,651	New	+$2.06M	1.38%	16

Other funds holding TPYP

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

TIA

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

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

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

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

RJFSA

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

Schoolcraft Capital's TPYP Position: Q2 2020 in Review

Schoolcraft Capital sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2020, closing a stake of 49,363 shares — an estimated $670K sold.

Schoolcraft Capital first reported a position in TPYP in Q1 2019 and held it in 5 quarters. The position peaked at $2.14M in Q1 2019. 59 funds tracked by Wall St. Rank hold TPYP as of Q2 2020.

Schoolcraft Capital reported no remaining Tortoise North American Pipeline ETF position as of Q2 2020 after selling out during the quarter.
Schoolcraft Capital sold 49,363 Tortoise North American Pipeline ETF shares in Q2 2020, an estimated $670K.
Schoolcraft Capital first reported a position in Tortoise North American Pipeline ETF in Q1 2019 and held it in 5 quarters.
Schoolcraft Capital's Tortoise North American Pipeline ETF position peaked at $2.14M in Q1 2019.
59 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2020.

Based on Schoolcraft Capital's 13F filing for Q2 2020, filed 18 Oct 2023.