EWM
TGE

Executive Wealth Management’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Executive Wealth Management’s Portfolio TGE Stock Details TGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-627
Closed -$13K – 910
2019
Q2 		$13K Sell
627
-223
-26% -$5.28K ﹤0.01% 575
2019
Q1 		$21K Sell
850
-9
-1% -$213 ﹤0.01% 419
2018
Q4 		$21K Buy
+859
New +$19.4K ﹤0.01% 426

Other funds holding TGE

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM

Executive Wealth Management's TGE Position: Q3 2019 in Review

Executive Wealth Management sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q3 2019, closing a stake of 627 shares — an estimated $13K sold.

Executive Wealth Management first reported a position in TGE in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q1 2019. 210 funds tracked by Wall St. Rank hold TGE as of Q3 2019.

  • Executive Wealth Management reported no remaining Tallgrass Energy, LP Class A Shares position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 627 Tallgrass Energy, LP Class A Shares shares in Q3 2019, an estimated $13K.
  • Executive Wealth Management first reported a position in Tallgrass Energy, LP Class A Shares in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Tallgrass Energy, LP Class A Shares position peaked at $21K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.