WealthPLAN Partners’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
– Sell
-43,748
Closed -$771K – 334
2020
Q2
$771K Sell
43,748
-20,899
-32% -$341K 0.08% 136
2020
Q1
$1.02M Sell
64,647
-264,856
-80% -$5.4M 0.13% 104
2019
Q4
$7.68M Buy
+329,503
New +$7.49M 0.91% 28

Other funds holding TPYP

WealthPLAN Partners's TPYP Position: Q3 2020 in Review

WealthPLAN Partners sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2020, closing a stake of 43,748 shares — an estimated $771K sold.

WealthPLAN Partners first reported a position in TPYP in Q4 2019 and held it in 3 quarters. The position peaked at $7.68M in Q4 2019. 58 funds tracked by Wall St. Rank hold TPYP as of Q3 2020.

  • WealthPLAN Partners reported no remaining Tortoise North American Pipeline ETF position as of Q3 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 43,748 Tortoise North American Pipeline ETF shares in Q3 2020, an estimated $771K.
  • WealthPLAN Partners first reported a position in Tortoise North American Pipeline ETF in Q4 2019 and held it in 3 quarters.
  • WealthPLAN Partners's Tortoise North American Pipeline ETF position peaked at $7.68M in Q4 2019.
  • 58 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2020.

Based on WealthPLAN Partners's 13F filing for Q3 2020, filed 18 Dec 2020.