BSW
TYG

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

FT
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SIA
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UIC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
HCA
Hillview Capital Advisors Wayne, Pennsylvania $18.8M AUM 1.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return