SFS
NDP

Sowell Financial Services’s TORTOISE ENERGY INDEPENDENCE FUND, INC. NDP Stock Holding History

Sowell Financial Services’s Portfolio NDP Stock Details NDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-217
Closed -$2K – 2702
2020
Q1 		$2K Buy
217
+7
+3% +$169 ﹤0.01% 2140
2019
Q4 		$7K Buy
+210
New +$6.57K ﹤0.01% 1814

Other funds holding NDP

AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Sowell Financial Services's NDP Position: Q2 2020 in Review

Sowell Financial Services sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q2 2020, closing a stake of 217 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in NDP in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 18 funds tracked by Wall St. Rank hold NDP as of Q2 2020.

  • Sowell Financial Services reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 217 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q2 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $7K in Q4 2019.
  • 18 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.