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Liberty Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Liberty Wealth Management’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
Q3 		– Sell
-62
Closed -$6K – 984
2019
Q2 		$6K Buy
+62
New +$5.71K 0.01% 637

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Liberty Wealth Management's TYG Position: Q3 2019 in Review

Liberty Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2019, closing a stake of 62 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in TYG in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 142 funds tracked by Wall St. Rank hold TYG as of Q3 2019.

  • Liberty Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 62 Tortoise Energy Infrastructure Corp shares in Q3 2019, an estimated $6K.
  • Liberty Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $6K in Q2 2019.
  • 142 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.