Institutional & Family Asset Management’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Institutional & Family Asset Management’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 Q4	–	Sell	-25,832	Closed	-$520K	–	918
2019 Q3	$520K	Sell	25,832 -2,035	-7%	-$39.4K	0.11%	114
2019 Q2	$588K	Hold	27,867	–	–	0.13%	108
2019 Q1	$701K	Sell	27,867 -4,705	-14%	-$112K	0.15%	102
2018 Q4	$793K	Sell	32,572 -1,065	-3%	-$24K	0.18%	92
2018 Q3	$793K	Buy	+33,637	New	+$797K	0.16%	95

Other funds holding TGE

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Institutional & Family Asset Management's TGE Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q4 2019, closing a stake of 25,832 shares — an estimated $520K sold.

Institutional & Family Asset Management first reported a position in TGE in Q3 2018 and held it in 5 quarters. The position peaked at $793K in Q4 2018. 216 funds tracked by Wall St. Rank hold TGE as of Q4 2019.

Institutional & Family Asset Management reported no remaining Tallgrass Energy, LP Class A Shares position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 25,832 Tallgrass Energy, LP Class A Shares shares in Q4 2019, an estimated $520K.
Institutional & Family Asset Management first reported a position in Tallgrass Energy, LP Class A Shares in Q3 2018 and held it in 5 quarters.
Institutional & Family Asset Management's Tallgrass Energy, LP Class A Shares position peaked at $793K in Q4 2018.
216 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.