LWA
TGE

Lenox Wealth Advisors’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Lenox Wealth Advisors’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
-637
Closed -$13K – 845
2019
Q3 		$13K Buy
+637
New +$12.3K ﹤0.01% 340

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TCA
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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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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
CC
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Lenox Wealth Advisors's TGE Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q4 2019, closing a stake of 637 shares — an estimated $13K sold.

Lenox Wealth Advisors first reported a position in TGE in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 216 funds tracked by Wall St. Rank hold TGE as of Q4 2019.

  • Lenox Wealth Advisors reported no remaining Tallgrass Energy, LP Class A Shares position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 637 Tallgrass Energy, LP Class A Shares shares in Q4 2019, an estimated $13K.
  • Lenox Wealth Advisors first reported a position in Tallgrass Energy, LP Class A Shares in Q3 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Tallgrass Energy, LP Class A Shares position peaked at $13K in Q3 2019.
  • 216 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.