FAIM
TYG

Financial Advocates Investment Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-31,059
Closed -$1.3M – 794
2024
Q4 		$1.3M Buy
31,059
+23,953
+337% +$1.01M 0.07% 242
2024
Q3 		$279K Sell
7,106
-399
-5% -$14.4K 0.02% 618
2024
Q2 		$262K Buy
7,505
+22
+0.3% +$716 0.02% 609
2024
Q1 		$231K Buy
+7,483
New +$219K 0.01% 681

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Financial Advocates Investment Management's TYG Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2025, closing a stake of 31,059 shares — an estimated $1.3M sold.

Financial Advocates Investment Management first reported a position in TYG in Q1 2024 and held it in 4 quarters. The position peaked at $1.3M in Q4 2024. 135 funds tracked by Wall St. Rank hold TYG as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 31,059 Tortoise Energy Infrastructure Corp shares in Q1 2025, an estimated $1.3M.
  • Financial Advocates Investment Management first reported a position in Tortoise Energy Infrastructure Corp in Q1 2024 and held it in 4 quarters.
  • Financial Advocates Investment Management's Tortoise Energy Infrastructure Corp position peaked at $1.3M in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.