BCWM
TYG

Bartlett & Co Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Bartlett & Co 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
2019
Q1 		– Sell
-33
Closed -$3.45K – 762
2018
Q4 		$3.45K Buy
+33
New +$3.12K ﹤0.01% 641

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

Bartlett & Co Wealth Management's TYG Position: Q1 2019 in Review

Bartlett & Co Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2019, closing a stake of 33 shares — an estimated $3.45K sold.

Bartlett & Co Wealth Management first reported a position in TYG in Q4 2018 and held it in 1 quarter. The position peaked at $3.45K in Q4 2018. 153 funds tracked by Wall St. Rank hold TYG as of Q1 2019.

  • Bartlett & Co Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 33 Tortoise Energy Infrastructure Corp shares in Q1 2019, an estimated $3.45K.
  • Bartlett & Co Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q4 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $3.45K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2019, filed 13 Feb 2024.