Global Wealth Management Investment Advisory’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-116	Closed	-$2K	–	625
2020 Q2	$2K	Hold	116	–	–	﹤0.01%	536
2020 Q1	$1K	Hold	116	–	–	﹤0.01%	572
2019 Q4	$8K	Hold	116	–	–	﹤0.01%	387
2019 Q3	$10K	Hold	116	–	–	﹤0.01%	332
2019 Q2	$10K	Hold	116	–	–	﹤0.01%	373
2019 Q1	$11K	Hold	116	–	–	0.01%	375
2018 Q4	$9K	Buy	+116	New	+$11K	0.01%	411

Other funds holding TYG

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

AFG

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

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

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

Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

UIC

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Global Wealth Management Investment Advisory's TYG Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2020, closing a stake of 116 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in TYG in Q4 2018 and held it in 7 quarters. The position peaked at $11K in Q1 2019. 95 funds tracked by Wall St. Rank hold TYG as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 116 Tortoise Energy Infrastructure Corp shares in Q3 2020, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Tortoise Energy Infrastructure Corp in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Tortoise Energy Infrastructure Corp position peaked at $11K in Q1 2019.
95 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.