Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / TORTOISE NRAM PI
-
Total 13F shares
-
10,104,699
-
Share change
-
-1,051,261
-
Total reported value
-
$236,408,856
-
Price per share
-
$23.40
-
Number of holders
-
57
-
Value change
-
-$25,144,815
-
Number of buys
-
39
-
Number of sells
-
18
Institutional Holders of MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) as of Q3 2019
As of 30 Sep 2019,
MANAGED PORTFOLIO SERIES - TORTOISE NRAM PI (TPYP) was held by
57 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,104,699 shares.
The largest 10 holders included
MORGAN STANLEY, Klingman & Associates, LLC, BOK Financial Private Wealth, Inc., TRAPHAGEN INVESTMENT ADVISORS LLC, Berman Capital Advisors, LLC, HOWARD FINANCIAL SERVICES, LTD., Evensky & Katz LLC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, and Raymond James Financial Services Advisors, Inc..
This page lists
57
institutional shareholders reporting positions in this security
for the Q3 2019 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.