Partnervest Advisory Services’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Partnervest Advisory Services’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
2020 Q2	–	Sell	-3,193	Closed	-$33K	–	254
2020 Q1	$33K	Sell	3,193 -1,348	-30%	-$71.6K	0.01%	200
2019 Q4	$326K	Sell	4,541 -200	-4%	-$14.7K	0.12%	133
2019 Q3	$388K	Buy	4,741 +846	+22%	+$73.1K	0.14%	128
2019 Q2	$351K	Buy	3,895 +108	+3%	+$9.95K	0.14%	125
2019 Q1	$356K	Buy	3,787 +430	+13%	+$40.7K	0.15%	127
2018 Q4	$267K	Buy	+3,357	New	+$318K	0.13%	151

Other funds holding TYG

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

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

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return

Bank of America

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

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

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

Intrinsic Edge Capital Management Chicago, Illinois $549M AUM 66.97% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

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