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

Merriman 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
2023 Q1	–	Sell	-15,748	Closed	-$500K	–	220
2022 Q4	$500K	Sell	15,748 -2,036	-11%	-$66K	0.03%	144
2022 Q3	$533K	Sell	17,784 -13,661	-43%	-$447K	0.03%	98
2022 Q2	$930K	Hold	31,445	–	–	0.07%	69
2022 Q1	$1.09M	Hold	31,445	–	–	0.09%	77
2021 Q4	$878K	Hold	31,445	–	–	0.06%	115
2021 Q3	$852K	Hold	31,445	–	–	0.07%	107
2021 Q2	$905K	Hold	31,445	–	–	0.08%	120
2021 Q1	$769K	Hold	31,445	–	–	0.09%	103
2020 Q4	$633K	Buy	31,445 +6,500	+26%	+$118K	0.07%	131
2020 Q3	$369K	Sell	24,945 -14,055	-36%	-$229K	0.06%	124
2020 Q2	$625K	Buy	+39,000	New	+$640K	0.1%	94

Other funds holding TYG

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merriman Wealth Management's TYG Position: Q1 2023 in Review

Merriman Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2023, closing a stake of 15,748 shares — an estimated $500K sold.

Merriman Wealth Management first reported a position in TYG in Q2 2020 and held it in 11 quarters. The position peaked at $1.09M in Q1 2022. 108 funds tracked by Wall St. Rank hold TYG as of Q1 2023.

Merriman Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2023 after selling out during the quarter.
Merriman Wealth Management sold 15,748 Tortoise Energy Infrastructure Corp shares in Q1 2023, an estimated $500K.
Merriman Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q2 2020 and held it in 11 quarters.
Merriman Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $1.09M in Q1 2022.
108 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.