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Sowell Financial Services’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Sowell Financial Services’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
-3,882
Closed -$53K – 2662
2020
Q1 		$53K Buy
3,882
+308
+9% +$6.28K ﹤0.01% 1037
2019
Q4 		$84K Buy
+3,574
New +$81.2K 0.01% 971

Other funds holding TPYP

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.05B AUM 30.62% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 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

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

Sowell Financial Services sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2020, closing a stake of 3,882 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in TPYP in Q4 2019 and held it in 2 quarters. The position peaked at $84K in Q4 2019. 59 funds tracked by Wall St. Rank hold TPYP as of Q2 2020.

  • Sowell Financial Services reported no remaining Tortoise North American Pipeline ETF position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 3,882 Tortoise North American Pipeline ETF shares in Q2 2020, an estimated $53K.
  • Sowell Financial Services first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's Tortoise North American Pipeline ETF position peaked at $84K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2020.

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