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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UIC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

CHA

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

MWAC

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Sharkey, Howes & Javer's TYG Position: Q1 2017 in Review

Sharkey, Howes & Javer sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2017, closing a stake of 143 shares — an estimated $17K sold.

Sharkey, Howes & Javer first reported a position in TYG in Q1 2015 and held it in 8 quarters. The position peaked at $24K in Q1 2015. 139 funds tracked by Wall St. Rank hold TYG as of Q1 2017.

Sharkey, Howes & Javer reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2017 after selling out during the quarter.
Sharkey, Howes & Javer sold 143 Tortoise Energy Infrastructure Corp shares in Q1 2017, an estimated $17K.
Sharkey, Howes & Javer first reported a position in Tortoise Energy Infrastructure Corp in Q1 2015 and held it in 8 quarters.
Sharkey, Howes & Javer's Tortoise Energy Infrastructure Corp position peaked at $24K in Q1 2015.
139 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2017, filed 10 May 2017.