Avior Wealth Management’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Avior Wealth Management’s Portfolio TGE Stock Details TGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,559	Closed	-$71K	–	906
2019 Q3	$71K	Sell	3,559 -4,237	-54%	-$82K	0.01%	440
2019 Q2	$165K	Sell	7,796 -1,627	-17%	-$38.5K	0.03%	378
2019 Q1	$236K	Sell	9,423 -560	-6%	-$13.3K	0.05%	323
2018 Q4	$242K	Hold	9,983	–	–	0.06%	273
2018 Q3	$235K	Buy	9,983 +9,909	+13,391%	+$235K	0.05%	310
2018 Q2	$2K	Sell	74 -1,177	-94%	-$25K	﹤0.01%	732
2018 Q1	$24K	Hold	1,251	–	–	0.01%	532
2017 Q4	$32K	Buy	1,251 +1,177	+1,591%	+$29.5K	0.01%	517
2017 Q3	$2K	Hold	74	–	–	﹤0.01%	471
2017 Q2	$2K	Hold	74	–	–	﹤0.01%	423
2017 Q1	$2K	Hold	74	–	–	﹤0.01%	464
2016 Q4	$2K	Buy	+74	New	+$1.82K	﹤0.01%	468

Other funds holding TGE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's TGE Position: Q4 2019 in Review

Avior Wealth Management sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q4 2019, closing a stake of 3,559 shares — an estimated $71K sold.

Avior Wealth Management first reported a position in TGE in Q4 2016 and held it in 12 quarters. The position peaked at $242K in Q4 2018. 216 funds tracked by Wall St. Rank hold TGE as of Q4 2019.

Avior Wealth Management reported no remaining Tallgrass Energy, LP Class A Shares position as of Q4 2019 after selling out during the quarter.
Avior Wealth Management sold 3,559 Tallgrass Energy, LP Class A Shares shares in Q4 2019, an estimated $71K.
Avior Wealth Management first reported a position in Tallgrass Energy, LP Class A Shares in Q4 2016 and held it in 12 quarters.
Avior Wealth Management's Tallgrass Energy, LP Class A Shares position peaked at $242K in Q4 2018.
216 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q4 2019.

Based on Avior Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.