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Concert Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Concert Wealth 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
Q1 		– Sell
-2,456
Closed -$301K – 514
2016
Q4 		$301K Buy
2,456
+581
+31% +$70.4K 0.07% 353
2016
Q3 		$231K Sell
1,875
-191
-9% -$23.6K 0.03% 586
2016
Q2 		$256K Sell
2,066
-574
-22% -$65.4K 0.03% 522
2016
Q1 		$260K Buy
2,640
+156
+6% +$14.7K 0.03% 506
2015
Q4 		$277K Buy
2,484
+23
+0.9% +$2.56K 0.04% 494
2015
Q3 		$266K Sell
2,461
-39
-2% -$5.3K 0.04% 518
2015
Q2 		$369K Buy
+2,500
New +$420K 0.05% 438
2015
Q1 		– Sell
-2,473
Closed -$434K – 618
2014
Q4 		$434K Buy
2,473
+209
+9% +$37.9K 0.07% 357
2014
Q3 		$435K Buy
2,264
+2
+0.1% +$382 0.06% 300
2014
Q2 		$445K Sell
2,262
-138
-6% -$26.5K 0.05% 311
2014
Q1 		$442K Hold
2,400
– – 0.06% 309
2013
Q4 		$456K Hold
2,400
– – 0.06% 280
2013
Q3 		$441K Hold
2,400
– – 0.06% 278
2013
Q2 		$447K Buy
+2,400
New +$438K 0.07% 245

Other funds holding TYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UB
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
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Concert Wealth Management's TYG Position: Q1 2017 in Review

Concert Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2017, closing a stake of 2,456 shares — an estimated $301K sold.

Concert Wealth Management first reported a position in TYG in Q2 2013 and held it in 14 quarters. The position peaked at $456K in Q4 2013. 139 funds tracked by Wall St. Rank hold TYG as of Q1 2017.

  • Concert Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,456 Tortoise Energy Infrastructure Corp shares in Q1 2017, an estimated $301K.
  • Concert Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $456K in Q4 2013.
  • 139 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.