Security National Trust’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Security National Trust’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 Q2	–	Sell	-28	Closed	–	–	478
2020 Q1	$0	Buy	+28	New	+$1.49K	﹤0.01%	482
2016 Q4	–	Sell	-113	Closed	-$14K	–	452
2016 Q3	$14K	Hold	113	–	–	0.01%	358
2016 Q2	$14K	Buy	+113	New	+$12.9K	0.01%	351

Other funds holding TYG

Morgan Stanley New York $1.89T AUM 35.08% 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

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

UIC

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Security National Trust's TYG Position: Q2 2020 in Review

Security National Trust sold out of Tortoise Energy Infrastructure Corp (TYG) in Q2 2020, closing a stake of 28 shares.

Security National Trust first reported a position in TYG in Q2 2016 and held it in 3 quarters. The position peaked at $14K in Q3 2016. 92 funds tracked by Wall St. Rank hold TYG as of Q2 2020.

Security National Trust reported no remaining Tortoise Energy Infrastructure Corp position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 28 Tortoise Energy Infrastructure Corp shares in Q2 2020.
Security National Trust first reported a position in Tortoise Energy Infrastructure Corp in Q2 2016 and held it in 3 quarters.
Security National Trust's Tortoise Energy Infrastructure Corp position peaked at $14K in Q3 2016.
92 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.