AWM
TYG

AE Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

AE Wealth Management’s Portfolio TYG Stock Details TYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,686
Closed -$28K – 1343
2020
Q1 		$28K Buy
+2,686
New +$143K ﹤0.01% 1083

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's TYG Position: Q2 2020 in Review

AE Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2020, closing a stake of 2,686 shares — an estimated $28K sold.

AE Wealth Management first reported a position in TYG in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 92 funds tracked by Wall St. Rank hold TYG as of Q2 2020.

  • AE Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2020 after selling out during the quarter.
  • AE Wealth Management sold 2,686 Tortoise Energy Infrastructure Corp shares in Q2 2020, an estimated $28K.
  • AE Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q1 2020 and held it in 1 quarter.
  • AE Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $28K in Q1 2020.
  • 92 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.