Caldwell Trust’s Tortoise Midstream Energy Fund, Inc. Common Stock NTG Stock Holding History

Caldwell Trust’s Portfolio NTG Stock Details NTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-80	Closed	-$683	–	798
2020 Q1	$683	Hold	80	–	–	﹤0.01%	781
2019 Q4	$8.77K	Buy	+80	New	+$8.81K	﹤0.01%	693

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return

Walleye Capital

Walleye Capital New York $16.3B AUM 37.67% 1-Year Est. Return