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

Executive 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
2019 Q3	–	Sell	-357	Closed	-$32K	–	742
2019 Q2	$32K	Buy	357 +10	+3%	+$921	﹤0.01%	386
2019 Q1	$33K	Buy	+347	New	+$32.9K	0.01%	341

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Executive Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2019, closing a stake of 357 shares — an estimated $32K sold.

Executive Wealth Management first reported a position in TYG in Q1 2019 and held it in 2 quarters. The position peaked at $33K in Q1 2019. 142 funds tracked by Wall St. Rank hold TYG as of Q3 2019.

Executive Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 357 Tortoise Energy Infrastructure Corp shares in Q3 2019, an estimated $32K.
Executive Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q1 2019 and held it in 2 quarters.
Executive Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $33K in Q1 2019.
142 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2019.

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