MWM
TYG

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

MinichMacGregor 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
2016
Q4 		– Sell
-261
Closed -$32K – 503
2016
Q3 		$32K Buy
261
+5
+2% +$618 0.03% 148
2016
Q2 		$31K Buy
256
+6
+2% +$684 0.03% 138
2016
Q1 		$24K Buy
+250
New +$23.6K 0.02% 159

Other funds holding TYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

MinichMacGregor Wealth Management's TYG Position: Q4 2016 in Review

MinichMacGregor Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2016, closing a stake of 261 shares — an estimated $32K sold.

MinichMacGregor Wealth Management first reported a position in TYG in Q1 2016 and held it in 3 quarters. The position peaked at $32K in Q3 2016. 140 funds tracked by Wall St. Rank hold TYG as of Q4 2016.

  • MinichMacGregor Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 261 Tortoise Energy Infrastructure Corp shares in Q4 2016, an estimated $32K.
  • MinichMacGregor Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q1 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $32K in Q3 2016.
  • 140 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2016, filed 28 Jun 2018.