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Sowell Financial Services’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-95
Closed -$1K – 2859
2020
Q3 		$1K Hold
95
– – ﹤0.01% 2443
2020
Q2 		$2K Sell
95
-1
-1% -$16 ﹤0.01% 2209
2020
Q1 		$1K Hold
96
– – ﹤0.01% 2329
2019
Q4 		$7K Hold
96
– – ﹤0.01% 1809
2019
Q3 		$8K Buy
+96
New +$8.29K ﹤0.01% 1613
2017
Q2 		– Sell
-1,525
Closed -$204K – 280
2017
Q1 		$204K Buy
1,525
+1,429
+1,489% +$190K 0.06% 234
2016
Q4 		$14K Buy
+96
New +$11.6K ﹤0.01% 458

Other funds holding TYG

QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 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
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Sowell Financial Services's TYG Position: Q4 2020 in Review

Sowell Financial Services sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2020, closing a stake of 95 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in TYG in Q4 2016 and held it in 7 quarters. The position peaked at $204K in Q1 2017. 97 funds tracked by Wall St. Rank hold TYG as of Q4 2020.

  • Sowell Financial Services reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 95 Tortoise Energy Infrastructure Corp shares in Q4 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in Tortoise Energy Infrastructure Corp in Q4 2016 and held it in 7 quarters.
  • Sowell Financial Services's Tortoise Energy Infrastructure Corp position peaked at $204K in Q1 2017.
  • 97 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.