MWR
TYG

McAdams Wright Ragen’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$262K Sell
1,363
-118
-8% -$22.6K 0.01% 353
2014
Q2 		$292K Buy
+1,481
New +$284K 0.02% 323

Other funds holding TYG

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

McAdams Wright Ragen's TYG Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 8% in Q3 2014, selling an estimated $22.6K and leaving 1,363 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #353.

McAdams Wright Ragen first reported a position in TYG in Q2 2014 and has held it in 2 quarters since. The position peaked at $292K in Q2 2014. 164 funds tracked by Wall St. Rank hold TYG as of Q3 2014.

  • McAdams Wright Ragen held 1,363 shares of Tortoise Energy Infrastructure Corp worth $262K as of Q3 2014.
  • McAdams Wright Ragen sold 118 Tortoise Energy Infrastructure Corp shares in Q3 2014, an estimated $22.6K.
  • Tortoise Energy Infrastructure Corp made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #353 holding.
  • McAdams Wright Ragen first reported a position in Tortoise Energy Infrastructure Corp in Q2 2014 and has held it in 2 quarters since.
  • McAdams Wright Ragen's Tortoise Energy Infrastructure Corp position peaked at $292K in Q2 2014.
  • 164 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.