LBA Wealth Management’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

LBA Wealth 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
2017 Q1	$29K	Hold	1,000	–	–	0.02%	244
2016 Q4	$27K	Sell	1,000 -1,019	-50%	-$25.1K	0.01%	238
2016 Q3	$49K	Hold	2,019	–	–	0.03%	206
2016 Q2	$46K	Hold	2,019	–	–	0.03%	202
2016 Q1	$37K	Hold	2,019	–	–	0.02%	213
2015 Q4	$32K	Buy	2,019 +14	+0.7%	+$285	0.02%	230
2015 Q3	$40K	Buy	2,005 +5	+0.3%	+$139	0.03%	187
2015 Q2	$64K	Buy	+2,000	New	+$63.7K	0.04%	152

Other funds holding TGE

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LBA Wealth Management's TGE Position: Q1 2017 in Review

LBA Wealth Management held its Tallgrass Energy, LP Class A Shares (TGE) position steady in Q1 2017 at 1,000 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #244.

LBA Wealth Management first reported a position in TGE in Q2 2015 and has held it in 8 quarters since. The position peaked at $64K in Q2 2015. 123 funds tracked by Wall St. Rank hold TGE as of Q1 2017.

LBA Wealth Management held 1,000 shares of Tallgrass Energy, LP Class A Shares worth $29K as of Q1 2017.
LBA Wealth Management left its Tallgrass Energy, LP Class A Shares share count unchanged in Q1 2017.
Tallgrass Energy, LP Class A Shares made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #244 holding.
LBA Wealth Management first reported a position in Tallgrass Energy, LP Class A Shares in Q2 2015 and has held it in 8 quarters since.
LBA Wealth Management's Tallgrass Energy, LP Class A Shares position peaked at $64K in Q2 2015.
123 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.