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

WealthPLAN Partners’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
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	$7.67M	Buy	+329,503	New	+$7.49M	0.91%	28

Other funds holding TPYP

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

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

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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 $7.67M 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 $7.67M 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.