Tortoise Index Solutions’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Tortoise Index Solutions’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 Q3	–	Sell	-4,100	Closed	-$98K	–	158
2019 Q2	$98K	Hold	4,100	–	–	0.03%	99
2019 Q1	$98K	Hold	4,100	–	–	0.03%	100
2018 Q4	$82K	Hold	4,100	–	–	0.03%	72
2018 Q3	$95K	Hold	4,100	–	–	0.06%	66
2018 Q2	$96K	Buy	+4,100	New	+$91.6K	0.07%	69
2015 Q3	$80K	Hold	4,100	–	–	0.39%	40
2015 Q2	$103K	Buy	+4,100	New	+$103K	0.47%	37

Other funds holding TPYP

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

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

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tortoise Index Solutions's TPYP Position: Q3 2019 in Review

Tortoise Index Solutions sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2019, closing a stake of 4,100 shares — an estimated $98K sold.

Tortoise Index Solutions first reported a position in TPYP in Q2 2015 and held it in 7 quarters. The position peaked at $103K in Q2 2015. 57 funds tracked by Wall St. Rank hold TPYP as of Q3 2019.

Tortoise Index Solutions reported no remaining Tortoise North American Pipeline ETF position as of Q3 2019 after selling out during the quarter.
Tortoise Index Solutions sold 4,100 Tortoise North American Pipeline ETF shares in Q3 2019, an estimated $98K.
Tortoise Index Solutions first reported a position in Tortoise North American Pipeline ETF in Q2 2015 and held it in 7 quarters.
Tortoise Index Solutions's Tortoise North American Pipeline ETF position peaked at $103K in Q2 2015.
57 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2019.

Based on Tortoise Index Solutions's 13F filing for Q3 2019, filed 14 Nov 2019.