Capital Advisory Group Advisory Services’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Capital Advisory Group Advisory Services’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
2019 Q4	–	Sell	-23	Closed	-$2K	–	395
2019 Q3	$2K	Hold	23	–	–	﹤0.01%	402
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	388
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	388
2018 Q4	$2K	Hold	23	–	–	﹤0.01%	362
2018 Q3	$3K	Hold	23	–	–	﹤0.01%	320
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	326
2018 Q1	$2K	Buy	+23	New	+$2.66K	﹤0.01%	317

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

UIC

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Capital Advisory Group Advisory Services's TYG Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2019, closing a stake of 23 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in TYG in Q1 2018 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 150 funds tracked by Wall St. Rank hold TYG as of Q4 2019.

Capital Advisory Group Advisory Services reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 23 Tortoise Energy Infrastructure Corp shares in Q4 2019, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in Tortoise Energy Infrastructure Corp in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Tortoise Energy Infrastructure Corp position peaked at $3K in Q3 2018.
150 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.