CA
TYG

Crewe Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Crewe Advisors’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
2023
Q4 		– Sell
-1,598
Closed -$46.2K – 680
2023
Q3 		$46.2K Hold
1,598
– – 0.01% 149
2023
Q2 		$46.4K Hold
1,598
– – 0.01% 276
2023
Q1 		$47K Hold
1,598
– – 0.01% 312
2022
Q4 		$50.8K Sell
1,598
-206
-11% -$6.68K 0.01% 304
2022
Q3 		$54K Hold
1,804
– – 0.01% 310
2022
Q2 		$53K Hold
1,804
– – 0.01% 289
2022
Q1 		$62K Hold
1,804
– – 0.01% 215
2021
Q4 		$50K Hold
1,804
– – 0.01% 185
2021
Q3 		$49K Hold
1,804
– – 0.01% 151
2021
Q2 		$52K Hold
1,804
– – 0.01% 153
2021
Q1 		$44K Hold
1,804
– – 0.01% 157
2020
Q4 		$36K Hold
1,804
– – 0.01% 158
2020
Q3 		$27K Hold
1,804
– – 0.01% 167
2020
Q2 		$29K Sell
1,804
-1
-0.1% -$16 0.01% 128
2020
Q1 		$18K Sell
1,805
-15,432
-90% -$820K 0.01% 129
2019
Q4 		$1.24M Buy
17,237
+162
+0.9% +$11.9K 0.54% 19
2019
Q3 		$1.4M Sell
17,075
-558
-3% -$48.2K 0.64% 17
2019
Q2 		$1.59M Sell
17,633
-153
-0.9% -$14.1K 0.52% 16
2019
Q1 		$1.67M Sell
17,786
-1,408
-7% -$133K 0.53% 16
2018
Q4 		$1.53M Buy
19,194
+6,053
+46% +$573K 0.48% 16
2018
Q3 		$1.42M Buy
13,141
+448
+4% +$50.1K 1.2% 16
2018
Q2 		$1.35M Buy
12,693
+21
+0.2% +$2.34K 1.26% 13
2018
Q1 		$1.27M Sell
12,672
-1,685
-12% -$195K 1.24% 14
2017
Q4 		$1.67M Buy
+14,357
New +$1.54M 1.64% 12

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Crewe Advisors's TYG Position: Q4 2023 in Review

Crewe Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2023, closing a stake of 1,598 shares — an estimated $46.2K sold.

Crewe Advisors first reported a position in TYG in Q4 2017 and held it in 24 quarters. The position peaked at $1.67M in Q1 2019. 108 funds tracked by Wall St. Rank hold TYG as of Q4 2023.

  • Crewe Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 1,598 Tortoise Energy Infrastructure Corp shares in Q4 2023, an estimated $46.2K.
  • Crewe Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q4 2017 and held it in 24 quarters.
  • Crewe Advisors's Tortoise Energy Infrastructure Corp position peaked at $1.67M in Q1 2019.
  • 108 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.