SBIA
TTP

Sheaff Brock Investment Advisors’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

Sheaff Brock Investment 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
2017
Q1 		– Sell
-8,000
Closed -$690K – 655
2016
Q4 		$690K Hold
8,000
– – 0.09% 232
2016
Q3 		$678K Hold
8,000
– – 0.09% 222
2016
Q2 		$596K Buy
8,000
+750
+10% +$51.2K 0.08% 252
2016
Q1 		$427K Buy
+7,250
New +$370K 0.05% 313

Other funds holding TTP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sheaff Brock Investment Advisors's TTP Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) in Q1 2017, closing a stake of 8,000 shares — an estimated $690K sold.

Sheaff Brock Investment Advisors first reported a position in TTP in Q1 2016 and held it in 4 quarters. The position peaked at $690K in Q4 2016. 35 funds tracked by Wall St. Rank hold TTP as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining TORTOISE PIPELINE & ENERGY FUND, INC. position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 8,000 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q1 2017, an estimated $690K.
  • Sheaff Brock Investment Advisors first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q1 2016 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $690K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.