PFGIA
TYG

Patriot Financial Group Insurance Agency’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-125
Closed -$4K – 1842
2022
Q2 		$4K Hold
125
– – ﹤0.01% 1585
2022
Q1 		$4K Hold
125
– – ﹤0.01% 1721
2021
Q4 		$3K Hold
125
– – ﹤0.01% 1888
2021
Q3 		$3K Hold
125
– – ﹤0.01% 1880
2021
Q2 		$4K Hold
125
– – ﹤0.01% 1735
2021
Q1 		$3K Hold
125
– – ﹤0.01% 1721
2020
Q4 		$3K Hold
125
– – ﹤0.01% 1587
2020
Q3 		$2K Hold
125
– – ﹤0.01% 1482
2020
Q2 		$2K Hold
125
– – ﹤0.01% 1430
2020
Q1 		$1K Hold
125
– – ﹤0.01% 1505
2019
Q4 		$9K Hold
125
– – ﹤0.01% 873
2019
Q3 		$10K Sell
125
-83
-40% -$7.17K ﹤0.01% 811
2019
Q2 		$19K Buy
208
+185
+804% +$17K 0.01% 662
2019
Q1 		$2K Hold
23
– – ﹤0.01% 1049
2018
Q4 		$2K Sell
23
-53
-70% -$5.01K ﹤0.01% 854
2018
Q3 		$8K Buy
+76
New +$8.51K ﹤0.01% 676
2018
Q2 		– Sell
-75
Closed -$8K – 906
2018
Q1 		$8K Buy
75
+2
+3% +$232 0.01% 642
2017
Q4 		$9K Buy
73
+2
+3% +$215 0.01% 612
2017
Q3 		$8K Buy
71
+1
+1% +$117 0.01% 611
2017
Q2 		$8K Buy
70
+2
+3% +$260 0.01% 589
2017
Q1 		$9K Buy
68
+1
+1% +$133 0.01% 514
2016
Q4 		$8K Buy
+67
New +$8.12K 0.01% 505

Other funds holding TYG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TYG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2022, closing a stake of 125 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in TYG in Q4 2016 and held it in 22 quarters. The position peaked at $19K in Q2 2019. 96 funds tracked by Wall St. Rank hold TYG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 125 Tortoise Energy Infrastructure Corp shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Tortoise Energy Infrastructure Corp in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Tortoise Energy Infrastructure Corp position peaked at $19K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.