BBPWM
TYG

Blue Bell Private Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Blue Bell Private 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
2026
Q1 		$504K Sell
10,104
-6,176
-38% -$289K 0.07% 165
2025
Q4 		$666K Buy
16,280
+12,606
+343% +$539K 0.1% 133
2025
Q3 		$158K Sell
3,674
-400
-10% -$17.2K 0.02% 274
2025
Q2 		$179K Hold
4,074
– – 0.03% 246
2025
Q1 		$175K Sell
4,074
-100
-2% -$4.42K 0.03% 237
2024
Q4 		$175K Buy
4,174
+1,240
+42% +$52.4K 0.03% 221
2024
Q3 		$115K Hold
2,934
– – 0.02% 263
2024
Q2 		$102K Buy
2,934
+640
+28% +$20.8K 0.02% 271
2024
Q1 		$70.9K Buy
2,294
+1,694
+282% +$49.5K 0.02% 304
2023
Q4 		$17.3K Buy
+600
New +$17K ﹤0.01% 442

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return