Buckingham Strategic Wealth’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Buckingham Strategic Wealth’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
2015 Q3	–	Sell	-1,633	Closed	-$241K	–	231
2015 Q2	$241K	Hold	1,633	–	–	0.08%	188
2015 Q1	$274K	Hold	1,633	–	–	0.1%	155
2014 Q4	$286K	Sell	1,633 -117	-7%	-$21.2K	0.11%	143
2014 Q3	$337K	Hold	1,750	–	–	0.14%	112
2014 Q2	$346K	Hold	1,750	–	–	0.15%	105
2014 Q1	$321K	Hold	1,750	–	–	0.15%	101
2013 Q4	$334K	Hold	1,750	–	–	0.16%	94
2013 Q3	$321K	Hold	1,750	–	–	0.17%	89
2013 Q2	$326K	Buy	+1,750	New	+$319K	0.18%	87

Other funds holding TYG

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

SIA

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

UIC

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HCA

Hillview Capital Advisors Wayne, Pennsylvania $18.8M AUM 1.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

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

CHA

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

Buckingham Strategic Wealth's TYG Position: Q3 2015 in Review

Buckingham Strategic Wealth sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2015, closing a stake of 1,633 shares — an estimated $241K sold.

Buckingham Strategic Wealth first reported a position in TYG in Q2 2013 and held it in 9 quarters. The position peaked at $346K in Q2 2014. 141 funds tracked by Wall St. Rank hold TYG as of Q3 2015.

Buckingham Strategic Wealth reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2015 after selling out during the quarter.
Buckingham Strategic Wealth sold 1,633 Tortoise Energy Infrastructure Corp shares in Q3 2015, an estimated $241K.
Buckingham Strategic Wealth first reported a position in Tortoise Energy Infrastructure Corp in Q2 2013 and held it in 9 quarters.
Buckingham Strategic Wealth's Tortoise Energy Infrastructure Corp position peaked at $346K in Q2 2014.
141 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2015, filed 2 Nov 2015.