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Joel Isaacson & Co’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Joel Isaacson & Co’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 		– Sell
-50
Closed -$6K – 795
2015
Q4 		$6K Hold
50
– – ﹤0.01% 607
2015
Q3 		$5K Buy
+50
New +$6.8K ﹤0.01% 632

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

Joel Isaacson & Co's TYG Position: Q1 2016 in Review

Joel Isaacson & Co sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2016, closing a stake of 50 shares — an estimated $6K sold.

Joel Isaacson & Co first reported a position in TYG in Q3 2015 and held it in 2 quarters. The position peaked at $6K in Q4 2015. 135 funds tracked by Wall St. Rank hold TYG as of Q1 2016.

  • Joel Isaacson & Co reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 50 Tortoise Energy Infrastructure Corp shares in Q1 2016, an estimated $6K.
  • Joel Isaacson & Co first reported a position in Tortoise Energy Infrastructure Corp in Q3 2015 and held it in 2 quarters.
  • Joel Isaacson & Co's Tortoise Energy Infrastructure Corp position peaked at $6K in Q4 2015.
  • 135 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2016.

Based on Joel Isaacson & Co's 13F filing for Q1 2016, filed 18 Apr 2016.