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Managed Portfolio Ser tortoise nram pi shares owned by Whitnell & Co.

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by Whitnell & Co. from 13F filings

Historical chart of Whitnell & Co. investment in Managed Portfolio Ser tortoise nram pi

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser tortoise nram pi held by Whitnell & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by Whitnell & Co.

Quarter filed Position value Share count Share price at filing
2019-12-31 $743k 32k 23.51
2019-09-30 $95k 4.1k 23.46
2019-06-30 $97k 4.1k 23.95
2019-03-31 $97k 4.1k 23.95
2018-12-31 $81k 4.1k 20.00
2018-09-30 $94k 4.1k 23.21
2018-06-30 $94k 4.1k 23.21
2018-03-31 $84k 4.1k 20.74

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Microsoft Corporation (MSFT)
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iShares MSCI EAFE Index Fund (EFA)
Berkshire Hathaway (BRK.B)
Vanguard Europe Pacific ETF (VEA)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Walt Disney Company (DIS)
Intel Corporation (INTC)
iShares Russell Midcap Growth Idx. (IWP)

View all positions for Whitnell & Co.

Top funds holding Managed Portfolio Ser tortoise nram pi

Arvest Trust
Magnus Financial Group
Traphagen Investment Advisors
Foster & Motley
Atwood & Palmer
Bank of America Corporation
Arvest Investments
Busey Trust Company
CWM
Wells Fargo & Company
Commonwealth Equity Services
Keudell/Morrison Wealth Management
HPM Partners
Triangle Securities Wealth Management
UBS Group

View all funds holding Managed Portfolio Ser tortoise nram pi