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Blue Trust Inc’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-176
Closed -$5K – 2703
2023
Q4 		$5K Hold
176
– – ﹤0.01% 1869
2023
Q3 		$5K Buy
+176
New +$5.31K ﹤0.01% 1660

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Blue Trust Inc's TYG Position: Q1 2024 in Review

Blue Trust Inc sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2024, closing a stake of 176 shares — an estimated $5K sold.

Blue Trust Inc first reported a position in TYG in Q3 2023 and held it in 2 quarters. The position peaked at $5K in Q4 2023. 109 funds tracked by Wall St. Rank hold TYG as of Q1 2024.

  • Blue Trust Inc reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 176 Tortoise Energy Infrastructure Corp shares in Q1 2024, an estimated $5K.
  • Blue Trust Inc first reported a position in Tortoise Energy Infrastructure Corp in Q3 2023 and held it in 2 quarters.
  • Blue Trust Inc's Tortoise Energy Infrastructure Corp position peaked at $5K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.