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

Taylor Wealth Management Partners’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 Q3	–	Sell	-12,000	Closed	-$253K	–	50
2019 Q2	$253K	Hold	12,000	–	–	0.12%	43
2019 Q1	$302K	Hold	12,000	–	–	0.15%	41
2018 Q4	$292K	Sell	12,000 -12,000	-50%	-$271K	0.17%	38
2018 Q3	$566K	Buy	+24,000	New	+$568K	0.24%	44
2018 Q2	–	Sell	-1,100	Closed	-$21K	–	140
2018 Q1	$21K	Sell	1,100 -400	-27%	-$8.94K	0.01%	90
2017 Q4	$39K	Sell	1,500 -1,100	-42%	-$27.6K	0.02%	101
2017 Q3	$73K	Hold	2,600	–	–	0.03%	94
2017 Q2	$66K	Hold	2,600	–	–	0.03%	97
2017 Q1	$75K	Buy	2,600 +150	+6%	+$4.12K	0.03%	96
2016 Q4	$66K	Hold	2,450	–	–	0.03%	95
2016 Q3	$59K	Hold	2,450	–	–	0.03%	88
2016 Q2	$55K	Buy	2,450 +1,750	+250%	+$37.7K	0.02%	87
2016 Q1	$13K	Sell	700 -118,805	-99%	-$1.81M	0.01%	110
2015 Q4	$1.91M	Sell	119,505 -850	-0.7%	-$17.3K	0.82%	33
2015 Q3	$2.39M	Sell	120,355 -114,845	-49%	-$3.19M	1.15%	30
2015 Q2	$7.56M	Buy	+235,200	New	+$7.49M	2.41%	18

Other funds holding TGE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Taylor Wealth Management Partners's TGE Position: Q3 2019 in Review

Taylor Wealth Management Partners sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q3 2019, closing a stake of 12,000 shares — an estimated $253K sold.

Taylor Wealth Management Partners first reported a position in TGE in Q2 2015 and held it in 16 quarters. The position peaked at $7.56M in Q2 2015. 210 funds tracked by Wall St. Rank hold TGE as of Q3 2019.

Taylor Wealth Management Partners reported no remaining Tallgrass Energy, LP Class A Shares position as of Q3 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 12,000 Tallgrass Energy, LP Class A Shares shares in Q3 2019, an estimated $253K.
Taylor Wealth Management Partners first reported a position in Tallgrass Energy, LP Class A Shares in Q2 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Tallgrass Energy, LP Class A Shares position peaked at $7.56M in Q2 2015.
210 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q3 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2019, filed 17 Oct 2019.