Mariner Wealth Advisors (Cincinnati)’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	–	Sell	-88,224	Closed	-$10.7M	–	282
2017 Q2	$10.7M	Sell	88,224 -11,923	-12%	-$1.55M	0.75%	50
2017 Q1	$14M	Sell	100,147 -35,719	-26%	-$4.74M	1.01%	44
2016 Q4	$16.7M	Sell	135,866 -10,272	-7%	-$1.25M	1.3%	30
2016 Q3	$18M	Buy	146,138 +28,739	+24%	+$3.55M	1.53%	20
2016 Q2	$14.5M	Buy	117,399 +27,372	+30%	+$3.12M	1.29%	32
2016 Q1	$8.86M	Buy	90,027 +5,579	+7%	+$526K	0.87%	43
2015 Q4	$9.4M	Buy	+84,448	New	+$9.41M	0.92%	44

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

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s TYG Position: Q3 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2017, closing a stake of 88,224 shares — an estimated $10.7M sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in TYG in Q4 2015 and held it in 7 quarters. The position peaked at $18M in Q3 2016. 140 funds tracked by Wall St. Rank hold TYG as of Q3 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 88,224 Tortoise Energy Infrastructure Corp shares in Q3 2017, an estimated $10.7M.
Mariner Wealth Advisors (Cincinnati) first reported a position in Tortoise Energy Infrastructure Corp in Q4 2015 and held it in 7 quarters.
Mariner Wealth Advisors (Cincinnati)'s Tortoise Energy Infrastructure Corp position peaked at $18M in Q3 2016.
140 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2017, filed 13 Nov 2017.