UCFA
TYG

United Capital Financial Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

United Capital Financial Advisors’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
2026
Q1 		$1.07M Hold
21,400
– – 0.01% 737
2025
Q4 		$875K Buy
21,400
+400
+2% +$17.1K 0.01% 785
2025
Q3 		$905K Buy
+21,000
New +$901K 0.01% 671
2015
Q3 		– Sell
-1,987
Closed -$293K – 1316
2015
Q2 		$293K Buy
1,987
+12
+0.6% +$2.02K ﹤0.01% 1078
2015
Q1 		$351K Sell
1,975
-1,069
-35% -$185K ﹤0.01% 1022
2014
Q4 		$533K Buy
3,044
+1,332
+78% +$242K 0.01% 805
2014
Q3 		$329K Sell
1,712
-1,019
-37% -$195K 0.01% 910
2014
Q2 		$540K Sell
2,731
-103
-4% -$19.8K 0.01% 666
2014
Q1 		$519K Sell
2,834
-2,728
-49% -$491K 0.01% 628
2013
Q4 		$1.06M Sell
5,562
-550
-9% -$104K 0.04% 323
2013
Q3 		$1.12M Sell
6,112
-872
-12% -$157K 0.04% 325
2013
Q2 		$1.3M Buy
+6,984
New +$1.27M 0.03% 369

Other funds holding TYG

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PCM
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AAM
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Royal Bank of Canada
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Raymond James Financial
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BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
GC
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AWA
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return