Next Financial Group’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Next Financial Group’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
2021 Q4	–	Sell	-112	Closed	-$3.22K	–	2980
2021 Q3	$3K	Hold	112	–	–	﹤0.01%	2415
2021 Q2	$3K	Hold	112	–	–	﹤0.01%	2356
2021 Q1	$3K	Hold	112	–	–	﹤0.01%	2260
2020 Q4	$2K	Hold	112	–	–	﹤0.01%	2220
2020 Q3	$2K	Buy	+112	New	+$1.82K	﹤0.01%	2058
2020 Q2	–	Sell	-113	Closed	-$1K	–	1811
2020 Q1	$1K	Hold	113	–	–	﹤0.01%	2054
2019 Q4	$8K	Sell	113 -104	-48%	-$7.63K	﹤0.01%	1854
2019 Q3	$18K	Buy	217 +4	+2%	+$345	﹤0.01%	1493
2019 Q2	$19K	Buy	213 +115	+117%	+$10.6K	﹤0.01%	1490
2019 Q1	$9K	Sell	98 -110	-53%	-$10.4K	﹤0.01%	1145
2018 Q4	$17K	Buy	208 +115	+124%	+$10.9K	﹤0.01%	1163
2018 Q3	$10K	Buy	+93	New	+$10.4K	﹤0.01%	990
2017 Q4	–	Sell	-84	Closed	-$10K	–	1335
2017 Q3	$10K	Hold	84	–	–	﹤0.01%	1227
2017 Q2	$10K	Buy	+84	New	+$10.9K	﹤0.01%	1323
2017 Q1	–	Sell	-33	Closed	-$4K	–	2275
2016 Q4	$4K	Buy	+33	New	+$4K	﹤0.01%	2022
2015 Q4	–	Sell	-25	Closed	-$2K	–	1947
2015 Q3	$2K	Hold	25	–	–	﹤0.01%	1644
2015 Q2	$3K	Hold	25	–	–	﹤0.01%	1621
2015 Q1	$4K	Hold	25	–	–	﹤0.01%	1562
2014 Q4	$4K	Sell	25 -396	-94%	-$71.9K	﹤0.01%	1600
2014 Q3	$81K	Buy	+421	New	+$80.5K	0.02%	731

Other funds holding TYG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AWA

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

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

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

Next Financial Group's TYG Position: Q4 2021 in Review

Next Financial Group sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2021, closing a stake of 112 shares — an estimated $3.22K sold.

Next Financial Group first reported a position in TYG in Q3 2014 and held it in 20 quarters. The position peaked at $81K in Q3 2014. 99 funds tracked by Wall St. Rank hold TYG as of Q4 2021.

Next Financial Group reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 112 Tortoise Energy Infrastructure Corp shares in Q4 2021, an estimated $3.22K.
Next Financial Group first reported a position in Tortoise Energy Infrastructure Corp in Q3 2014 and held it in 20 quarters.
Next Financial Group's Tortoise Energy Infrastructure Corp position peaked at $81K in Q3 2014.
99 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.