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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $303M AUM 28.94% 1-Year Est. Return

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return