LFS
TYG

Legacy Financial Strategies’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Legacy Financial Strategies’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
2019
Q4 		– Sell
-2,688
Closed -$201K – 67
2019
Q3 		$201K Sell
2,688
-528
-16% -$45.6K 0.18% 60
2019
Q2 		$301K Hold
3,216
– – 0.28% 49
2019
Q1 		$302K Buy
3,216
+295
+10% +$27.9K 0.26% 50
2018
Q4 		$233K Sell
2,921
-845
-22% -$79.9K 0.23% 50
2018
Q3 		$359K Buy
3,766
+750
+25% +$84K 0.37% 44
2018
Q2 		$322K Hold
3,016
– – 0.29% 72
2018
Q1 		$301K Buy
3,016
+437
+17% +$50.6K 0.29% 75
2017
Q4 		$300K Buy
+2,579
New +$277K 0.32% 73

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Legacy Financial Strategies's TYG Position: Q4 2019 in Review

Legacy Financial Strategies sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2019, closing a stake of 2,688 shares — an estimated $201K sold.

Legacy Financial Strategies first reported a position in TYG in Q4 2017 and held it in 8 quarters. The position peaked at $359K in Q3 2018. 150 funds tracked by Wall St. Rank hold TYG as of Q4 2019.

  • Legacy Financial Strategies reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2019 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,688 Tortoise Energy Infrastructure Corp shares in Q4 2019, an estimated $201K.
  • Legacy Financial Strategies first reported a position in Tortoise Energy Infrastructure Corp in Q4 2017 and held it in 8 quarters.
  • Legacy Financial Strategies's Tortoise Energy Infrastructure Corp position peaked at $359K in Q3 2018.
  • 150 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2019.

Based on Legacy Financial Strategies's 13F filing for Q4 2019, filed 27 Jan 2020.