Forvis Mazars Wealth Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Forvis Mazars Wealth Advisors’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
2020 Q1	–	Sell	-15,258	Closed	-$1.09M	–	309
2019 Q4	$1.09M	Sell	15,258 -15,187	-50%	-$1.11M	0.08%	116
2019 Q3	$2.49M	Buy	30,445 +16,562	+119%	+$1.43M	0.2%	67
2019 Q2	$1.25M	Hold	13,883	–	–	0.1%	103
2019 Q1	$1.3M	Hold	13,883	–	–	0.11%	99
2018 Q4	$1.1M	Buy	+13,883	New	+$1.31M	0.11%	87
2018 Q3	–	Sell	-17,625	Closed	-$1.88M	–	247
2018 Q2	$1.88M	Buy	17,625 +417	+2%	+$46.5K	0.18%	74
2018 Q1	$1.72M	Sell	17,208 -5,212	-23%	-$604K	0.17%	75
2017 Q4	$2.61M	Buy	22,420 +177	+0.8%	+$19K	0.26%	53
2017 Q3	$2.58M	Buy	22,243 +3,695	+20%	+$432K	0.28%	51
2017 Q2	$2.25M	Buy	18,548 +7,500	+68%	+$975K	0.26%	60
2017 Q1	$1.54M	Buy	11,048 +1,875	+20%	+$249K	0.19%	70
2016 Q4	$1.13M	Buy	9,173 +4,000	+77%	+$485K	0.15%	77
2016 Q3	$636K	Buy	+5,173	New	+$640K	0.09%	101

Other funds holding TYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

RJFSA

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TYG Position: Q1 2020 in Review

Forvis Mazars Wealth Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2020, closing a stake of 15,258 shares — an estimated $1.09M sold.

Forvis Mazars Wealth Advisors first reported a position in TYG in Q3 2016 and held it in 13 quarters. The position peaked at $2.61M in Q4 2017. 130 funds tracked by Wall St. Rank hold TYG as of Q1 2020.

Forvis Mazars Wealth Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 15,258 Tortoise Energy Infrastructure Corp shares in Q1 2020, an estimated $1.09M.
Forvis Mazars Wealth Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q3 2016 and held it in 13 quarters.
Forvis Mazars Wealth Advisors's Tortoise Energy Infrastructure Corp position peaked at $2.61M in Q4 2017.
130 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.