Ropes Wealth Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Ropes Wealth 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
2020 Q4	–	Sell	-250	Closed	-$4K	–	920
2020 Q3	$4K	Buy	+250	New	+$4.07K	﹤0.01%	571
2017 Q4	–	Sell	-203	Closed	-$23K	–	817
2017 Q3	$23K	Hold	203	–	–	0.01%	397
2017 Q2	$25K	Sell	203 -50	-20%	-$6.5K	0.01%	382
2017 Q1	$35K	Hold	253	–	–	0.01%	364
2016 Q4	$31K	Buy	253 +50	+25%	+$6.06K	0.01%	365
2016 Q3	$25K	Sell	203 -41	-17%	-$5.07K	0.01%	341
2016 Q2	$30K	Buy	244 +41	+20%	+$4.67K	0.01%	308
2016 Q1	$20K	Hold	203	–	–	0.01%	279
2015 Q4	$23K	Hold	203	–	–	0.01%	297
2015 Q3	$22K	Sell	203 -813	-80%	-$111K	0.01%	305
2015 Q2	$150K	Hold	1,016	–	–	0.08%	141
2015 Q1	$171K	Buy	+1,016	New	+$176K	0.09%	135

Other funds holding TYG

Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Ropes Wealth Advisors's TYG Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2020, closing a stake of 250 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in TYG in Q1 2015 and held it in 12 quarters. The position peaked at $171K in Q1 2015. 97 funds tracked by Wall St. Rank hold TYG as of Q4 2020.

Ropes Wealth Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 250 Tortoise Energy Infrastructure Corp shares in Q4 2020, an estimated $4K.
Ropes Wealth Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q1 2015 and held it in 12 quarters.
Ropes Wealth Advisors's Tortoise Energy Infrastructure Corp position peaked at $171K in Q1 2015.
97 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.