Lee Financial’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Lee Financial’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	-963	Closed	-$19K	–	533
2019 Q3	$19K	Sell	963 -1,116	-54%	-$21.6K	﹤0.01%	258
2019 Q2	$44K	Buy	+2,079	New	+$49.2K	0.01%	211
2018 Q3	–	Sell	-419	Closed	-$9K	–	790
2018 Q2	$9K	Hold	419	–	–	﹤0.01%	520
2018 Q1	$8K	Buy	+419	New	+$9.37K	﹤0.01%	550

Other funds holding TGE

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $1.7B AUM 97.55% 1-Year Est. Return

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

Lee Financial's TGE Position: Q4 2019 in Review

Lee Financial sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q4 2019, closing a stake of 963 shares — an estimated $19K sold.

Lee Financial first reported a position in TGE in Q1 2018 and held it in 4 quarters. The position peaked at $44K in Q2 2019. 216 funds tracked by Wall St. Rank hold TGE as of Q4 2019.

Lee Financial reported no remaining Tallgrass Energy, LP Class A Shares position as of Q4 2019 after selling out during the quarter.
Lee Financial sold 963 Tallgrass Energy, LP Class A Shares shares in Q4 2019, an estimated $19K.
Lee Financial first reported a position in Tallgrass Energy, LP Class A Shares in Q1 2018 and held it in 4 quarters.
Lee Financial's Tallgrass Energy, LP Class A Shares position peaked at $44K in Q2 2019.
216 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q4 2019.

Based on Lee Financial's 13F filing for Q4 2019, filed 14 Feb 2020.