GWM
TYG

Gupta Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Gupta Wealth 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
2016
Q1 		$95K Buy
963
+155
+19% +$14.6K 0.02% 336
2015
Q4 		$90K Sell
808
-280
-26% -$31.2K 0.02% 337
2015
Q3 		$118K Buy
1,088
+3
+0.3% +$408 0.03% 323
2015
Q2 		$160K Buy
1,085
+807
+290% +$136K 0.04% 285
2015
Q1 		$47K Buy
+278
New +$48K 0.01% 418

Other funds holding TYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's TYG Position: Q1 2016 in Review

Gupta Wealth Management increased its Tortoise Energy Infrastructure Corp (TYG) stake by 19% in Q1 2016, buying an estimated $14.6K and bringing the position to 963 shares worth $95K. The position accounts for 0.02% of the portfolio, ranked #336.

Gupta Wealth Management first reported a position in TYG in Q1 2015 and has held it in 5 quarters since. The position peaked at $160K in Q2 2015. 135 funds tracked by Wall St. Rank hold TYG as of Q1 2016.

  • Gupta Wealth Management held 963 shares of Tortoise Energy Infrastructure Corp worth $95K as of Q1 2016.
  • Gupta Wealth Management bought 155 Tortoise Energy Infrastructure Corp shares in Q1 2016, an estimated $14.6K.
  • Tortoise Energy Infrastructure Corp made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #336 holding.
  • Gupta Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $160K in Q2 2015.
  • 135 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.