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Kelman-Lazarov Inc’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Kelman-Lazarov Inc’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
-375
Closed -$46K – 244
2016
Q4 		$46K Sell
375
-500
-57% -$60.6K 0.03% 167
2016
Q3 		$104K Hold
875
– – 0.06% 142
2016
Q2 		$108K Hold
875
– – 0.06% 141
2016
Q1 		$84K Buy
+875
New +$82.6K 0.05% 158

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

Kelman-Lazarov Inc's TYG Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2017, closing a stake of 375 shares — an estimated $46K sold.

Kelman-Lazarov Inc first reported a position in TYG in Q1 2016 and held it in 4 quarters. The position peaked at $108K in Q2 2016. 139 funds tracked by Wall St. Rank hold TYG as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 375 Tortoise Energy Infrastructure Corp shares in Q1 2017, an estimated $46K.
  • Kelman-Lazarov Inc first reported a position in Tortoise Energy Infrastructure Corp in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Tortoise Energy Infrastructure Corp position peaked at $108K in Q2 2016.
  • 139 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.