BTR Capital Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

BTR Capital 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
2017 Q2	–	Sell	-1,455	Closed	-$203K	–	155
2017 Q1	$203K	Buy	+1,455	New	+$193K	0.04%	150
2016 Q1	–	Sell	-1,830	Closed	-$204K	–	165
2015 Q4	$204K	Sell	1,830 -734	-29%	-$81.8K	0.05%	162
2015 Q3	$278K	Hold	2,564	–	–	0.07%	135
2015 Q2	$379K	Sell	2,564 -111	-4%	-$18.6K	0.09%	112
2015 Q1	$450K	Hold	2,675	–	–	0.11%	110
2014 Q4	$468K	Hold	2,675	–	–	0.13%	92
2014 Q3	$515K	Hold	2,675	–	–	0.14%	87
2014 Q2	$529K	Hold	2,675	–	–	0.15%	87
2014 Q1	$490K	Hold	2,675	–	–	0.14%	93
2013 Q4	$510K	Hold	2,675	–	–	0.15%	93
2013 Q3	$491K	Sell	2,675 -25	-0.9%	-$4.51K	0.15%	94
2013 Q2	$502K	Buy	+2,700	New	+$493K	0.16%	94

Other funds holding TYG

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

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

UIC

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

SIA

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

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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

BTR Capital Management's TYG Position: Q2 2017 in Review

BTR Capital Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2017, closing a stake of 1,455 shares — an estimated $203K sold.

BTR Capital Management first reported a position in TYG in Q2 2013 and held it in 12 quarters. The position peaked at $529K in Q2 2014. 143 funds tracked by Wall St. Rank hold TYG as of Q2 2017.

BTR Capital Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2017 after selling out during the quarter.
BTR Capital Management sold 1,455 Tortoise Energy Infrastructure Corp shares in Q2 2017, an estimated $203K.
BTR Capital Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2013 and held it in 12 quarters.
BTR Capital Management's Tortoise Energy Infrastructure Corp position peaked at $529K in Q2 2014.
143 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2017.

Based on BTR Capital Management's 13F filing for Q2 2017, filed 14 Jul 2017.