SOA
TYG

Sea Otter Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Sea Otter 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
2024
Q1 		– Sell
-71,000
Closed -$2.04M – 166
2023
Q4 		$2.04M Buy
71,000
+34,700
+96% +$981K 1.35% 16
2023
Q3 		$1.05M Buy
36,300
+14,400
+66% +$435K 0.59% 43
2023
Q2 		$636K Buy
+21,900
New +$631K 0.35% 59

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Sea Otter Advisors's TYG Position: Q1 2024 in Review

Sea Otter Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2024, closing a stake of 71,000 shares — an estimated $2.04M sold.

Sea Otter Advisors first reported a position in TYG in Q2 2023 and held it in 3 quarters. The position peaked at $2.04M in Q4 2023. 109 funds tracked by Wall St. Rank hold TYG as of Q1 2024.

  • Sea Otter Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2024 after selling out during the quarter.
  • Sea Otter Advisors sold 71,000 Tortoise Energy Infrastructure Corp shares in Q1 2024, an estimated $2.04M.
  • Sea Otter Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q2 2023 and held it in 3 quarters.
  • Sea Otter Advisors's Tortoise Energy Infrastructure Corp position peaked at $2.04M in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.