PV
TYG

Private Vista’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Private Vista’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
Q2 		– Sell
-4,091
Closed -$385K – 160
2019
Q1 		$385K Sell
4,091
-178
-4% -$16.9K 0.09% 108
2018
Q4 		$340K Sell
4,269
-2,827
-40% -$267K 0.08% 114
2018
Q3 		$786K Sell
7,096
-114
-2% -$12.8K 0.16% 67
2018
Q2 		$770K Buy
7,210
+1,951
+37% +$218K 0.18% 64
2018
Q1 		$525K Buy
+5,259
New +$609K 0.15% 69
2017
Q4 		– Sell
-8,557
Closed -$991K – 109
2017
Q3 		$991K Buy
8,557
+5,365
+168% +$627K 0.22% 48
2017
Q2 		$388K Sell
3,192
-5,823
-65% -$757K 0.09% 57
2017
Q1 		$1.26M Buy
9,015
+4,991
+124% +$663K 0.31% 29
2016
Q4 		$494K Sell
4,024
-5,458
-58% -$662K 0.14% 35
2016
Q3 		$1.12M Buy
+9,482
New +$1.17M 0.28% 31

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
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
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
SCP
Shorepoint Capital Partners Norwood, Massachusetts $503M AUM