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 New York $1.66T AUM 25.57% 1-Year Est. Return

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return