SMFS
TGE

Squar Milner Financial Services’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Squar Milner Financial Services’s Portfolio TGE Stock Details TGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,365
Closed -$33K – 861
2018
Q4 		$33K Hold
1,365
– – 0.03% 336
2018
Q3 		$32K Buy
+1,365
New +$32.3K 0.03% 359

Other funds holding TGE

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squar Milner Financial Services's TGE Position: Q1 2019 in Review

Squar Milner Financial Services sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q1 2019, closing a stake of 1,365 shares — an estimated $33K sold.

Squar Milner Financial Services first reported a position in TGE in Q3 2018 and held it in 2 quarters. The position peaked at $33K in Q4 2018. 205 funds tracked by Wall St. Rank hold TGE as of Q1 2019.

  • Squar Milner Financial Services reported no remaining Tallgrass Energy, LP Class A Shares position as of Q1 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,365 Tallgrass Energy, LP Class A Shares shares in Q1 2019, an estimated $33K.
  • Squar Milner Financial Services first reported a position in Tallgrass Energy, LP Class A Shares in Q3 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Tallgrass Energy, LP Class A Shares position peaked at $33K in Q4 2018.
  • 205 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.