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

Edge 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
2021 Q3	–	Sell	-5,000	Closed	-$144K	–	547
2021 Q2	$144K	Hold	5,000	–	–	0.03%	106
2021 Q1	$122K	Sell	5,000 -5,000	-50%	-$117K	0.03%	118
2020 Q4	$201K	Sell	10,000 -15,300	-60%	-$278K	0.05%	91
2020 Q3	$374K	Sell	25,300 -22,408	-47%	-$365K	0.09%	80
2020 Q2	$765K	Buy	47,708 +41,333	+648%	+$679K	0.15%	76
2020 Q1	$65K	Buy	6,375 +6,297	+8,073%	+$334K	0.01%	213
2019 Q4	$6K	Sell	78 -107	-58%	-$7.85K	﹤0.01%	476
2019 Q3	$15K	Sell	185 -5,000	-96%	-$432K	﹤0.01%	363
2019 Q2	$464K	Sell	5,185 -79	-2%	-$7.28K	0.1%	98
2019 Q1	$497K	Buy	5,264 +2	+0%	+$189	0.12%	95
2018 Q4	$419K	Sell	5,262 -619	-11%	-$58.6K	0.12%	98
2018 Q3	$633K	Sell	5,881 -123	-2%	-$13.8K	0.15%	81
2018 Q2	$641K	Sell	6,004 -174	-3%	-$19.4K	0.16%	81
2018 Q1	$617K	Sell	6,178 -650	-10%	-$75.3K	0.16%	78
2017 Q4	$789K	Buy	+6,828	New	+$733K	0.22%	67
2016 Q4	–	Sell	-250	Closed	-$31K	–	532
2016 Q3	$31K	Buy	+250	New	+$30.9K	0.01%	226

Other funds holding TYG

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Bank of America

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

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $303M AUM 28.94% 1-Year Est. Return

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

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return