Icon Wealth Partners’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-9	Closed	-$1K	–	726
2019 Q1	$1K	Buy	+9	New	+$853	﹤0.01%	876
2018 Q3	–	Sell	-9	Closed	-$1K	–	696
2018 Q2	$1K	Buy	+9	New	+$1K	﹤0.01%	821
2018 Q1	–	Sell	-9	Closed	-$1K	–	694
2017 Q4	$1K	Buy	+9	New	+$967	﹤0.01%	860

Other funds holding TYG

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

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

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

AFG

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UIC

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SCP

Shorepoint Capital Partners Norwood, Massachusetts $503M AUM

Icon Wealth Partners's TYG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in TYG in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 146 funds tracked by Wall St. Rank hold TYG as of Q2 2019.

Icon Wealth Partners reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 9 Tortoise Energy Infrastructure Corp shares in Q2 2019, an estimated $1K.
Icon Wealth Partners first reported a position in Tortoise Energy Infrastructure Corp in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Tortoise Energy Infrastructure Corp position peaked at $1K in Q1 2019.
146 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.