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

Altavista 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
2015
Q3 		– Sell
-1,502
Closed -$222K – 114
2015
Q2 		$222K Buy
1,502
+125
+9% +$21K 0.14% 102
2015
Q1 		$231K Hold
1,377
– – 0.14% 100
2014
Q4 		$246K Buy
+1,377
New +$250K 0.15% 98

Other funds holding TYG

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCA
Hillview Capital Advisors Wayne, Pennsylvania $18.8M AUM 1.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Altavista Wealth Management's TYG Position: Q3 2015 in Review

Altavista Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2015, closing a stake of 1,502 shares — an estimated $222K sold.

Altavista Wealth Management first reported a position in TYG in Q4 2014 and held it in 3 quarters. The position peaked at $246K in Q4 2014. 141 funds tracked by Wall St. Rank hold TYG as of Q3 2015.

  • Altavista Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2015 after selling out during the quarter.
  • Altavista Wealth Management sold 1,502 Tortoise Energy Infrastructure Corp shares in Q3 2015, an estimated $222K.
  • Altavista Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q4 2014 and held it in 3 quarters.
  • Altavista Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $246K in Q4 2014.
  • 141 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2015.

Based on Altavista Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.