BWM
NTG

BerganKDV Wealth Management’s Tortoise Midstream Energy Fund, Inc. Common Stock NTG Stock Holding History

BerganKDV Wealth Management’s Portfolio NTG Stock Details NTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-576
Closed -$12K – 998
2020
Q4 		$12K Buy
+576
New +$10.5K ﹤0.01% 544

Other funds holding NTG

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
QC
Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

BerganKDV Wealth Management's NTG Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of Tortoise Midstream Energy Fund, Inc. Common Stock (NTG) in Q1 2021, closing a stake of 576 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in NTG in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 59 funds tracked by Wall St. Rank hold NTG as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining Tortoise Midstream Energy Fund, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 576 Tortoise Midstream Energy Fund, Inc. Common Stock shares in Q1 2021, an estimated $12K.
  • BerganKDV Wealth Management first reported a position in Tortoise Midstream Energy Fund, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Tortoise Midstream Energy Fund, Inc. Common Stock position peaked at $12K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Tortoise Midstream Energy Fund, Inc. Common Stock as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.