SMFS
TPYP icon

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

Squar Milner 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
2019
Q2 		– Sell
-93
Closed -$2K – 886
2019
Q1 		$2K Buy
+93
New +$2.13K ﹤0.01% 783

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's TPYP Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Tortoise North American Pipeline ETF (TPYP) in Q2 2019, closing a stake of 93 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in TPYP in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 57 funds tracked by Wall St. Rank hold TPYP as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Tortoise North American Pipeline ETF position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 93 Tortoise North American Pipeline ETF shares in Q2 2019, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Tortoise North American Pipeline ETF in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Tortoise North American Pipeline ETF position peaked at $2K in Q1 2019.
  • 57 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.