UCFA
TGE

United Capital Financial Advisors’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

United Capital Financial Advisors’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
-9,918
Closed -$209K – 1540
2019
Q2 		$209K Buy
+9,918
New +$235K ﹤0.01% 1353

Other funds holding TGE

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TCA
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
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

United Capital Financial Advisors's TGE Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q3 2019, closing a stake of 9,918 shares — an estimated $209K sold.

United Capital Financial Advisors first reported a position in TGE in Q2 2019 and held it in 1 quarter. The position peaked at $209K in Q2 2019. 210 funds tracked by Wall St. Rank hold TGE as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Tallgrass Energy, LP Class A Shares position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,918 Tallgrass Energy, LP Class A Shares shares in Q3 2019, an estimated $209K.
  • United Capital Financial Advisors first reported a position in Tallgrass Energy, LP Class A Shares in Q2 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's Tallgrass Energy, LP Class A Shares position peaked at $209K in Q2 2019.
  • 210 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.