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

Squar Milner 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	-572	Closed	-$5K	–	755
2020 Q1	$5K	Hold	572	–	–	﹤0.01%	605
2019 Q4	$19K	Buy	+572	New	+$17.9K	0.01%	530
2019 Q3	–	Sell	-572	Closed	-$33K	–	753
2019 Q2	$33K	Hold	572	–	–	0.02%	400
2019 Q1	$38K	Buy	+572	New	+$39.8K	0.03%	353

Other funds holding NDP

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 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 $10.4B AUM 4.78% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Squar Milner Financial Services's NDP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of TORTOISE ENERGY INDEPENDENCE FUND, INC. (NDP) in Q2 2020, closing a stake of 572 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in NDP in Q1 2019 and held it in 4 quarters. The position peaked at $38K in Q1 2019. 18 funds tracked by Wall St. Rank hold NDP as of Q2 2020.

Squar Milner Financial Services reported no remaining TORTOISE ENERGY INDEPENDENCE FUND, INC. position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 572 TORTOISE ENERGY INDEPENDENCE FUND, INC. shares in Q2 2020, an estimated $5K.
Squar Milner Financial Services first reported a position in TORTOISE ENERGY INDEPENDENCE FUND, INC. in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's TORTOISE ENERGY INDEPENDENCE FUND, INC. position peaked at $38K in Q1 2019.
18 funds tracked by Wall St. Rank held TORTOISE ENERGY INDEPENDENCE FUND, INC. as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.