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Evanson Asset Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Evanson Asset 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
2017
Q2 		– Sell
-1,546
Closed -$216K – 232
2017
Q1 		$216K Buy
+1,546
New +$205K 0.05% 201

Other funds holding TYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

Evanson Asset Management's TYG Position: Q2 2017 in Review

Evanson Asset Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2017, closing a stake of 1,546 shares — an estimated $216K sold.

Evanson Asset Management first reported a position in TYG in Q1 2017 and held it in 1 quarter. The position peaked at $216K in Q1 2017. 143 funds tracked by Wall St. Rank hold TYG as of Q2 2017.

  • Evanson Asset Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2017 after selling out during the quarter.
  • Evanson Asset Management sold 1,546 Tortoise Energy Infrastructure Corp shares in Q2 2017, an estimated $216K.
  • Evanson Asset Management first reported a position in Tortoise Energy Infrastructure Corp in Q1 2017 and held it in 1 quarter.
  • Evanson Asset Management's Tortoise Energy Infrastructure Corp position peaked at $216K in Q1 2017.
  • 143 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2017.

Based on Evanson Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.