BWA
TGE

BDO Wealth Advisors’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

BDO Wealth Advisors’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
2018
Q3 		– Sell
-500
Closed -$11K – 671
2018
Q2 		$11K Hold
500
– – ﹤0.01% 453
2018
Q1 		$10K Hold
500
– – ﹤0.01% 398
2017
Q4 		$13K Hold
500
– – 0.01% 321
2017
Q3 		$14K Sell
500
-500
-50% -$12.9K 0.01% 287
2017
Q2 		$25K Buy
+1,000
New +$26.4K 0.01% 287

Other funds holding TGE

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDO Wealth Advisors's TGE Position: Q3 2018 in Review

BDO Wealth Advisors sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q3 2018, closing a stake of 500 shares — an estimated $11K sold.

BDO Wealth Advisors first reported a position in TGE in Q2 2017 and held it in 5 quarters. The position peaked at $25K in Q2 2017. 193 funds tracked by Wall St. Rank hold TGE as of Q3 2018.

  • BDO Wealth Advisors reported no remaining Tallgrass Energy, LP Class A Shares position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 500 Tallgrass Energy, LP Class A Shares shares in Q3 2018, an estimated $11K.
  • BDO Wealth Advisors first reported a position in Tallgrass Energy, LP Class A Shares in Q2 2017 and held it in 5 quarters.
  • BDO Wealth Advisors's Tallgrass Energy, LP Class A Shares position peaked at $25K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.