SWM
TGE

Sugarloaf Wealth Management’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Sugarloaf Wealth Management’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
2020
Q2 		– Sell
-100
Closed -$2K – 754
2020
Q1 		$2K Buy
+100
New +$2.04K ﹤0.01% 628

Other funds holding TGE

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Sugarloaf Wealth Management's TGE Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in TGE in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 2 funds tracked by Wall St. Rank hold TGE as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Tallgrass Energy, LP Class A Shares position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Tallgrass Energy, LP Class A Shares shares in Q2 2020, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Tallgrass Energy, LP Class A Shares in Q1 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Tallgrass Energy, LP Class A Shares position peaked at $2K in Q1 2020.
  • 2 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.