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 $183M AUM 37.27% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 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

Aristides Capital Louisville, Kentucky $303M AUM 28.94% 1-Year Est. Return

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

Bank of America

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

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