GWA
TYG.PRC

Genesis Wealth Advisors’s TORTOISE ENERGY INFRASTRUCTURE PFD SERC TYG.PRC Stock Holding History

Genesis Wealth Advisors’s Portfolio TYG.PRC Stock Details TYG.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$63.5K Hold
6,192
– – 0.05% 153
2015
Q1 		$63.8K Hold
6,192
– – 0.05% 168
2014
Q4 		$62.5K Buy
+6,192
New +$63.5K 0.05% 184

Genesis Wealth Advisors's TYG.PRC Position: Q2 2015 in Review

Genesis Wealth Advisors held its TORTOISE ENERGY INFRASTRUCTURE PFD SERC (TYG.PRC) position steady in Q2 2015 at 6,192 shares worth $63.5K. The position accounts for 0.05% of the portfolio, ranked #153.

Genesis Wealth Advisors first reported a position in TYG.PRC in Q4 2014 and has held it in 3 quarters since. The position peaked at $63.8K in Q1 2015. 1 fund tracked by Wall St. Rank holds TYG.PRC as of Q2 2015.

  • Genesis Wealth Advisors held 6,192 shares of TORTOISE ENERGY INFRASTRUCTURE PFD SERC worth $63.5K as of Q2 2015.
  • Genesis Wealth Advisors left its TORTOISE ENERGY INFRASTRUCTURE PFD SERC share count unchanged in Q2 2015.
  • TORTOISE ENERGY INFRASTRUCTURE PFD SERC made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #153 holding.
  • Genesis Wealth Advisors first reported a position in TORTOISE ENERGY INFRASTRUCTURE PFD SERC in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's TORTOISE ENERGY INFRASTRUCTURE PFD SERC position peaked at $63.8K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held TORTOISE ENERGY INFRASTRUCTURE PFD SERC as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.