Simon Quick Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Simon Quick 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
2020 Q1	–	Sell	-91,373	Closed	-$2.15M	–	696
2019 Q4	$2.15M	Buy	+91,373	New	+$2.08M	0.78%	25

Other funds holding TPYP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

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

Simon Quick Advisors's TPYP Position: Q1 2020 in Review

Simon Quick Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2020, closing a stake of 91,373 shares — an estimated $2.15M sold.

Simon Quick Advisors first reported a position in TPYP in Q4 2019 and held it in 1 quarter. The position peaked at $2.15M in Q4 2019. 62 funds tracked by Wall St. Rank hold TPYP as of Q1 2020.

Simon Quick Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 91,373 Tortoise North American Pipeline ETF shares in Q1 2020, an estimated $2.15M.
Simon Quick Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and held it in 1 quarter.
Simon Quick Advisors's Tortoise North American Pipeline ETF position peaked at $2.15M in Q4 2019.
62 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.