WA
TTP

WFG Advisors’s TORTOISE PIPELINE & ENERGY FUND, INC. TTP Stock Holding History

WFG Advisors’s Portfolio TTP Stock Details TTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$39K Sell
500
-250
-33% -$20.4K 0.01% 766
2017
Q1 		$63K Hold
750
– – 0.02% 605
2016
Q4 		$65K Hold
750
– – 0.02% 659
2016
Q3 		$64K Buy
+750
New +$58.9K 0.02% 646

Other funds holding TTP

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's TTP Position: Q2 2017 in Review

WFG Advisors reduced its TORTOISE PIPELINE & ENERGY FUND, INC. (TTP) stake by 33% in Q2 2017, selling an estimated $20.4K and leaving 500 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #766.

WFG Advisors first reported a position in TTP in Q3 2016 and has held it in 4 quarters since. The position peaked at $65K in Q4 2016. 34 funds tracked by Wall St. Rank hold TTP as of Q2 2017.

  • WFG Advisors held 500 shares of TORTOISE PIPELINE & ENERGY FUND, INC. worth $39K as of Q2 2017.
  • WFG Advisors sold 250 TORTOISE PIPELINE & ENERGY FUND, INC. shares in Q2 2017, an estimated $20.4K.
  • TORTOISE PIPELINE & ENERGY FUND, INC. made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #766 holding.
  • WFG Advisors first reported a position in TORTOISE PIPELINE & ENERGY FUND, INC. in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's TORTOISE PIPELINE & ENERGY FUND, INC. position peaked at $65K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held TORTOISE PIPELINE & ENERGY FUND, INC. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.