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

SeaCrest 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
2024
Q3 		– Sell
-11,733
Closed -$409K – 665
2024
Q2 		$409K Buy
11,733
+4
+0% +$130 0.05% 369
2024
Q1 		$363K Buy
11,729
+3,192
+37% +$93.4K 0.04% 395
2023
Q4 		$251K Sell
8,537
-1,337
-14% -$37.8K 0.03% 510
2023
Q3 		$285K Sell
9,874
-110
-1% -$3.32K 0.04% 472
2023
Q2 		$290K Buy
9,984
+1,908
+24% +$55K 0.04% 474
2023
Q1 		$237K Buy
+8,076
New +$254K 0.03% 538
2022
Q3 		– Sell
-6,061
Closed -$179K – 1453
2022
Q2 		$179K Buy
+6,061
New +$199K 0.02% 647
2020
Q2 		– Sell
-2,793
Closed -$29K – 582
2020
Q1 		$29K Buy
+2,793
New +$148K 0.01% 504
2019
Q4 		– Sell
-8,044
Closed -$658K – 587
2019
Q3 		$658K Sell
8,044
-939
-10% -$81.1K 0.12% 201
2019
Q2 		$810K Sell
8,983
-323
-3% -$29.8K 0.16% 148
2019
Q1 		$875K Buy
9,306
+1,827
+24% +$173K 0.15% 142
2018
Q4 		$595K Buy
7,479
+1,390
+23% +$131K 0.12% 176
2018
Q3 		$656K Buy
6,089
+547
+10% +$61.2K 0.11% 195
2018
Q2 		$592K Sell
5,542
-31
-0.6% -$3.46K 0.11% 212
2018
Q1 		$557K Sell
5,573
-283
-5% -$32.8K 0.1% 217
2017
Q4 		$681K Buy
+5,856
New +$629K 0.12% 168

Other funds holding TYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

SeaCrest Wealth Management's TYG Position: Q3 2024 in Review

SeaCrest Wealth Management sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2024, closing a stake of 11,733 shares — an estimated $409K sold.

SeaCrest Wealth Management first reported a position in TYG in Q4 2017 and held it in 16 quarters. The position peaked at $875K in Q1 2019. 103 funds tracked by Wall St. Rank hold TYG as of Q3 2024.

  • SeaCrest Wealth Management reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 11,733 Tortoise Energy Infrastructure Corp shares in Q3 2024, an estimated $409K.
  • SeaCrest Wealth Management first reported a position in Tortoise Energy Infrastructure Corp in Q4 2017 and held it in 16 quarters.
  • SeaCrest Wealth Management's Tortoise Energy Infrastructure Corp position peaked at $875K in Q1 2019.
  • 103 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2024.

Based on SeaCrest Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.