SWP
TPZ

Stratos Wealth Partners’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Stratos Wealth Partners’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-389
Closed -$7K – 2357
2018
Q3 		$7K Buy
+389
New +$7.49K ﹤0.01% 2332
2018
Q2 		– Sell
-389
Closed -$7K – 2437
2018
Q1 		$7K Hold
389
– – ﹤0.01% 2494
2017
Q4 		$8K Buy
+389
New +$7.96K ﹤0.01% 2241

Other funds holding TPZ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's TPZ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q4 2018, closing a stake of 389 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in TPZ in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 33 funds tracked by Wall St. Rank hold TPZ as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Tortoise Electrification Infrastructure ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 389 Tortoise Electrification Infrastructure ETF shares in Q4 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Tortoise Electrification Infrastructure ETF position peaked at $8K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.