OneDigital Investment Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-1,108	Closed	-$100K	–	1113
2019 Q2	$100K	Buy	1,108 +27	+2%	+$2.49K	0.01%	462
2019 Q1	$102K	Buy	1,081 +275	+34%	+$26.1K	0.01%	368
2018 Q4	$64K	Buy	+806	New	+$76.2K	0.01%	415
2018 Q3	–	Sell	-1,660	Closed	-$177K	–	1239
2018 Q2	$177K	Sell	1,660 -277	-14%	-$30.9K	0.04%	237
2018 Q1	$194K	Buy	1,937 +30	+2%	+$3.48K	0.04%	233
2017 Q4	$222K	Buy	1,907 +14	+0.7%	+$1.5K	0.03%	217
2017 Q3	$219K	Buy	1,893 +12	+0.6%	+$1.4K	0.08%	141
2017 Q2	$229K	Buy	+1,881	New	+$244K	0.07%	183

Other funds holding TYG

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

AFG

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OneDigital Investment Advisors's TYG Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2019, closing a stake of 1,108 shares — an estimated $100K sold.

OneDigital Investment Advisors first reported a position in TYG in Q2 2017 and held it in 8 quarters. The position peaked at $229K in Q2 2017. 142 funds tracked by Wall St. Rank hold TYG as of Q3 2019.

OneDigital Investment Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,108 Tortoise Energy Infrastructure Corp shares in Q3 2019, an estimated $100K.
OneDigital Investment Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Tortoise Energy Infrastructure Corp position peaked at $229K in Q2 2017.
142 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.