Icon Wealth Partners’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Icon Wealth Partners’s Portfolio TGE Stock Details TGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,635	Closed	-$267K	–	176
2019 Q2	$267K	Sell	12,635 -1,053	-8%	-$24.9K	0.09%	123
2019 Q1	$344K	Buy	13,688 +13	+0.1%	+$308	0.13%	97
2018 Q4	$333K	Sell	13,675 -1,107	-7%	-$25K	0.16%	93
2018 Q3	$349K	Buy	14,782 +11,777	+392%	+$279K	0.15%	115
2018 Q2	$67K	Buy	+3,005	New	+$63.7K	0.03%	315
2018 Q1	–	Sell	-378	Closed	-$10K	–	816
2017 Q4	$10K	Buy	+378	New	+$9.47K	0.01%	713

Other funds holding TGE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Icon Wealth Partners's TGE Position: Q3 2019 in Review

Icon Wealth Partners sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q3 2019, closing a stake of 12,635 shares — an estimated $267K sold.

Icon Wealth Partners first reported a position in TGE in Q4 2017 and held it in 6 quarters. The position peaked at $349K in Q3 2018. 210 funds tracked by Wall St. Rank hold TGE as of Q3 2019.

Icon Wealth Partners reported no remaining Tallgrass Energy, LP Class A Shares position as of Q3 2019 after selling out during the quarter.
Icon Wealth Partners sold 12,635 Tallgrass Energy, LP Class A Shares shares in Q3 2019, an estimated $267K.
Icon Wealth Partners first reported a position in Tallgrass Energy, LP Class A Shares in Q4 2017 and held it in 6 quarters.
Icon Wealth Partners's Tallgrass Energy, LP Class A Shares position peaked at $349K in Q3 2018.
210 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q3 2019.

Based on Icon Wealth Partners's 13F filing for Q3 2019, filed 24 Oct 2019.