Loring Wolcott & Coolidge Fiduciary Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2017 Q2	–	Sell	-188	Closed	-$26K	–	654
2017 Q1	$26K	Hold	188	–	–	﹤0.01%	477
2016 Q4	$23K	Hold	188	–	–	﹤0.01%	465
2016 Q3	$23K	Hold	188	–	–	﹤0.01%	471
2016 Q2	$23K	Hold	188	–	–	﹤0.01%	475
2016 Q1	$18K	Hold	188	–	–	﹤0.01%	487
2015 Q4	$21K	Sell	188 -124	-40%	-$13.8K	﹤0.01%	509
2015 Q3	$46K	Hold	312	–	–	﹤0.01%	429
2015 Q2	$46K	Hold	312	–	–	﹤0.01%	429
2015 Q1	$52K	Hold	312	–	–	﹤0.01%	428
2014 Q4	$55K	Hold	312	–	–	﹤0.01%	418
2014 Q3	$60K	Hold	312	–	–	﹤0.01%	391
2014 Q2	$62K	Buy	312 +124	+66%	+$23.8K	﹤0.01%	411
2014 Q1	$34K	Hold	188	–	–	﹤0.01%	446
2013 Q4	$36K	Hold	188	–	–	﹤0.01%	421
2013 Q3	$34K	Hold	188	–	–	﹤0.01%	399
2013 Q2	$35K	Buy	+188	New	+$34.3K	﹤0.01%	429

Other funds holding TYG

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

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

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

UIC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

MWAC

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TYG Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2017, closing a stake of 188 shares — an estimated $26K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TYG in Q2 2013 and held it in 16 quarters. The position peaked at $62K in Q2 2014. 143 funds tracked by Wall St. Rank hold TYG as of Q2 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 188 Tortoise Energy Infrastructure Corp shares in Q2 2017, an estimated $26K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q2 2013 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Tortoise Energy Infrastructure Corp position peaked at $62K in Q2 2014.
143 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.