IWA
TYG

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

IBEX 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
2017
Q1 		– Sell
-54
Closed -$7K – 363
2016
Q4 		$7K Buy
+54
New +$6.55K ﹤0.01% 337

Other funds holding TYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

IBEX Wealth Advisors's TYG Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2017, closing a stake of 54 shares — an estimated $7K sold.

IBEX Wealth Advisors first reported a position in TYG in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 139 funds tracked by Wall St. Rank hold TYG as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 54 Tortoise Energy Infrastructure Corp shares in Q1 2017, an estimated $7K.
  • IBEX Wealth Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Tortoise Energy Infrastructure Corp position peaked at $7K in Q4 2016.
  • 139 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.