Mark Sheptoff Financial Planning’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q2	–	Sell	-500	Closed	-$8K	–	381
2020 Q1	$8K	Hold	500	–	–	0.01%	253
2019 Q4	$11K	Hold	500	–	–	0.01%	277
2019 Q3	$10K	Buy	+500	New	+$9.67K	0.01%	276

Other funds holding TGE

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Mark Sheptoff Financial Planning's TGE Position: Q2 2020 in Review

Mark Sheptoff Financial Planning sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q2 2020, closing a stake of 500 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in TGE in Q3 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 2 funds tracked by Wall St. Rank hold TGE as of Q2 2020.

Mark Sheptoff Financial Planning reported no remaining Tallgrass Energy, LP Class A Shares position as of Q2 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 500 Tallgrass Energy, LP Class A Shares shares in Q2 2020, an estimated $8K.
Mark Sheptoff Financial Planning first reported a position in Tallgrass Energy, LP Class A Shares in Q3 2019 and held it in 3 quarters.
Mark Sheptoff Financial Planning's Tallgrass Energy, LP Class A Shares position peaked at $11K in Q4 2019.
2 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q2 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2020, filed 10 Aug 2020.