BerganKDV Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

BerganKDV 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
2018 Q3	–	Sell	-300	Closed	-$32K	–	654
2018 Q2	$32K	Buy	+300	New	+$33.5K	0.01%	372
2018 Q1	–	Sell	-3,397	Closed	-$395K	–	205
2017 Q4	$395K	Buy	+3,397	New	+$365K	0.09%	139
2017 Q3	–	Sell	-1,705	Closed	-$207K	–	204
2017 Q2	$207K	Buy	+1,705	New	+$222K	0.06%	165

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BerganKDV Wealth Management's TYG Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2018, closing a stake of 300 shares — an estimated $32K sold.

BerganKDV Wealth Management first reported a position in TYG in Q2 2017 and held it in 3 quarters. The position peaked at $395K in Q4 2017. 163 funds tracked by Wall St. Rank hold TYG as of Q3 2018.

BerganKDV Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2018 after selling out during the quarter.
BerganKDV Wealth Management sold 300 Tortoise Energy Infrastructure Corp shares in Q3 2018, an estimated $32K.
BerganKDV Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2017 and held it in 3 quarters.
BerganKDV Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $395K in Q4 2017.
163 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.