Sharkey, Howes & Javer’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Sharkey, Howes & Javer’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
2017 Q1	–	Sell	-143	Closed	-$17K	–	255
2016 Q4	$17K	Hold	143	–	–	0.01%	149
2016 Q3	$18K	Hold	143	–	–	0.01%	139
2016 Q2	$18K	Hold	143	–	–	0.01%	146
2016 Q1	$14K	Hold	143	–	–	0.01%	170
2015 Q4	$16K	Hold	143	–	–	0.01%	166
2015 Q3	$19K	Hold	143	–	–	0.01%	156
2015 Q2	$21K	Hold	143	–	–	0.02%	138
2015 Q1	$24K	Buy	+143	New	+$24.7K	0.02%	149

Other funds holding TYG

Bank of America

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return