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

Cornerstone 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
2019 Q2	–	Sell	-1,755	Closed	-$719K	–	500
2019 Q1	$719K	Buy	+1,755	New	+$166K	0.09%	235
2018 Q4	–	Sell	-1,944	Closed	-$265K	–	1095
2018 Q3	$265K	Sell	1,944 -7,800	-80%	-$873K	﹤0.01%	1110
2018 Q2	$1.47M	Buy	+9,744	New	+$1.09M	0.02%	637

Other funds holding TYG

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

Cornerstone Wealth Management's TYG Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2019, closing a stake of 1,755 shares — an estimated $719K sold.

Cornerstone Wealth Management first reported a position in TYG in Q2 2018 and held it in 3 quarters. The position peaked at $1.47M in Q2 2018. 146 funds tracked by Wall St. Rank hold TYG as of Q2 2019.

Cornerstone Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 1,755 Tortoise Energy Infrastructure Corp shares in Q2 2019, an estimated $719K.
Cornerstone Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2018 and held it in 3 quarters.
Cornerstone Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $1.47M in Q2 2018.
146 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.