DI
TYG

Disciplined Investments’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-48
Closed -$1.39K – 1441
2023
Q2 		$1.39K Hold
48
– – ﹤0.01% 813
2023
Q1 		$1.41K Hold
48
– – ﹤0.01% 819
2022
Q4 		$1.52K Hold
48
– – ﹤0.01% 723
2022
Q3 		$1K Sell
48
-86
-64% -$2.81K ﹤0.01% 1108
2022
Q2 		$4K Hold
134
– – ﹤0.01% 498
2022
Q1 		$5K Buy
134
+86
+179% +$2.64K ﹤0.01% 470
2021
Q4 		$1K Hold
48
– – ﹤0.01% 479
2021
Q3 		$1K Hold
48
– – ﹤0.01% 430
2021
Q2 		$1K Hold
48
– – ﹤0.01% 413
2021
Q1 		$1K Sell
48
-48
-50% -$1.13K ﹤0.01% 378
2020
Q4 		$2K Hold
96
– – ﹤0.01% 294
2020
Q3 		$1K Hold
96
– – ﹤0.01% 392
2020
Q2 		$2K Sell
96
-1
-1% -$16 ﹤0.01% 361
2020
Q1 		$1K Hold
97
– – ﹤0.01% 409
2019
Q4 		$7K Buy
+97
New +$7.11K 0.01% 316

Other funds holding TYG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
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
MVP
Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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

Disciplined Investments's TYG Position: Q3 2023 in Review

Disciplined Investments sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2023, closing a stake of 48 shares — an estimated $1.39K sold.

Disciplined Investments first reported a position in TYG in Q4 2019 and held it in 15 quarters. The position peaked at $7K in Q4 2019. 102 funds tracked by Wall St. Rank hold TYG as of Q3 2023.

  • Disciplined Investments reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 48 Tortoise Energy Infrastructure Corp shares in Q3 2023, an estimated $1.39K.
  • Disciplined Investments first reported a position in Tortoise Energy Infrastructure Corp in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Tortoise Energy Infrastructure Corp position peaked at $7K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.