Perigon Wealth Management’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Perigon Wealth Management’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
2018 Q2	–	Sell	-274	Closed	-$27K	–	564
2018 Q1	$27K	Hold	274	–	–	0.01%	392
2017 Q4	$32K	Hold	274	–	–	0.01%	350
2017 Q3	$32K	Hold	274	–	–	0.01%	396
2017 Q2	$33K	Hold	274	–	–	0.01%	411
2017 Q1	$38K	Hold	274	–	–	0.01%	416
2016 Q4	$37K	Buy	+274	New	+$33.2K	0.01%	391
2014 Q4	–	Sell	-1,286	Closed	-$247K	–	210
2014 Q3	$247K	Buy	+1,286	New	+$246K	0.07%	178

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

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

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

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

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

Landmark Bank Columbia, Missouri $444M AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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