CWM
TYG icon

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

Other funds holding TYG

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Uniplan Investment Counsel
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Raymond James Financial Services Advisors
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 Q1 2019 and held it in 1 quarter. The position peaked at $719K in Q1 2019. 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 Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $719K in Q1 2019.
  • 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.