LWAC
TYG

Laurel Wealth Advisors (California)’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Laurel Wealth Advisors (California)’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
2020
Q2 		– Sell
-29,338
Closed -$300K – 397
2020
Q1 		$300K Buy
+29,338
New +$1.56M 0.07% 273

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TYG Position: Q2 2020 in Review

Laurel Wealth Advisors (California) sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2020, closing a stake of 29,338 shares — an estimated $300K sold.

Laurel Wealth Advisors (California) first reported a position in TYG in Q1 2020 and held it in 1 quarter. The position peaked at $300K in Q1 2020. 92 funds tracked by Wall St. Rank hold TYG as of Q2 2020.

  • Laurel Wealth Advisors (California) reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 29,338 Tortoise Energy Infrastructure Corp shares in Q2 2020, an estimated $300K.
  • Laurel Wealth Advisors (California) first reported a position in Tortoise Energy Infrastructure Corp in Q1 2020 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Tortoise Energy Infrastructure Corp position peaked at $300K in Q1 2020.
  • 92 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2020, filed 14 Aug 2020.