Next Financial Group’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Next Financial Group’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	-800	Closed	-$13K	–	2140
2020 Q1	$13K	Hold	800	–	–	﹤0.01%	1453
2019 Q4	$18K	Hold	800	–	–	﹤0.01%	1572
2019 Q3	$16K	Hold	800	–	–	﹤0.01%	1541
2019 Q2	$17K	Buy	+800	New	+$18.9K	﹤0.01%	1531
2019 Q1	–	Sell	-300	Closed	-$7K	–	2253
2018 Q4	$7K	Buy	+300	New	+$6.76K	﹤0.01%	1474

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

Next Financial Group's TGE Position: Q2 2020 in Review

Next Financial Group sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q2 2020, closing a stake of 800 shares — an estimated $13K sold.

Next Financial Group first reported a position in TGE in Q4 2018 and held it in 5 quarters. The position peaked at $18K in Q4 2019. 2 funds tracked by Wall St. Rank hold TGE as of Q2 2020.

Next Financial Group reported no remaining Tallgrass Energy, LP Class A Shares position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 800 Tallgrass Energy, LP Class A Shares shares in Q2 2020, an estimated $13K.
Next Financial Group first reported a position in Tallgrass Energy, LP Class A Shares in Q4 2018 and held it in 5 quarters.
Next Financial Group's Tallgrass Energy, LP Class A Shares position peaked at $18K in Q4 2019.
2 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.