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Atwood & Palmer’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Atwood & Palmer’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
2018
Q1 		– Sell
-96
Closed -$11K – 301
2017
Q4 		$11K Hold
96
– – ﹤0.01% 246
2017
Q3 		$11K Buy
+96
New +$11.2K ﹤0.01% 251

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Atwood & Palmer's TYG Position: Q1 2018 in Review

Atwood & Palmer sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2018, closing a stake of 96 shares — an estimated $11K sold.

Atwood & Palmer first reported a position in TYG in Q3 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 156 funds tracked by Wall St. Rank hold TYG as of Q1 2018.

  • Atwood & Palmer reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2018 after selling out during the quarter.
  • Atwood & Palmer sold 96 Tortoise Energy Infrastructure Corp shares in Q1 2018, an estimated $11K.
  • Atwood & Palmer first reported a position in Tortoise Energy Infrastructure Corp in Q3 2017 and held it in 2 quarters.
  • Atwood & Palmer's Tortoise Energy Infrastructure Corp position peaked at $11K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2018.

Based on Atwood & Palmer's 13F filing for Q1 2018, filed 30 Apr 2018.