Financial Architects (New Jersey)’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-53	Closed	-$6K	–	1595
2017 Q4	$6K	Buy	53 +2	+4%	+$215	﹤0.01%	1270
2017 Q3	$6K	Buy	51 +1	+2%	+$117	﹤0.01%	1252
2017 Q2	$6K	Buy	50 +1	+2%	+$130	﹤0.01%	1250
2017 Q1	$7K	Buy	49 +1	+2%	+$133	﹤0.01%	1230
2016 Q4	$6K	Buy	48 +1	+2%	+$121	﹤0.01%	1131
2016 Q3	$6K	Buy	47 +1	+2%	+$124	﹤0.01%	1120
2016 Q2	$6K	Buy	46 +1	+2%	+$114	﹤0.01%	1094
2016 Q1	$4K	Buy	+45	New	+$4.25K	﹤0.01%	946
2015 Q3	–	Sell	-42	Closed	-$6K	–	866
2015 Q2	$6K	Hold	42	–	–	﹤0.01%	919
2015 Q1	$7K	Buy	+42	New	+$7.26K	﹤0.01%	808

Other funds holding TYG

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

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

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

AFG

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Financial Architects (New Jersey)'s TYG Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2018, closing a stake of 53 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in TYG in Q1 2015 and held it in 10 quarters. The position peaked at $7K in Q1 2017. 156 funds tracked by Wall St. Rank hold TYG as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 53 Tortoise Energy Infrastructure Corp shares in Q1 2018, an estimated $6K.
Financial Architects (New Jersey) first reported a position in Tortoise Energy Infrastructure Corp in Q1 2015 and held it in 10 quarters.
Financial Architects (New Jersey)'s Tortoise Energy Infrastructure Corp position peaked at $7K in Q1 2017.
156 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.