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

Valeo 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
2020
Q3 		– Sell
-1,000
Closed -$16K – 2130
2020
Q2 		$16K Buy
+1,000
New +$16.4K ﹤0.01% 1143

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CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Valeo Financial Advisors's TYG Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2020, closing a stake of 1,000 shares — an estimated $16K sold.

Valeo Financial Advisors first reported a position in TYG in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 95 funds tracked by Wall St. Rank hold TYG as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 Tortoise Energy Infrastructure Corp shares in Q3 2020, an estimated $16K.
  • Valeo Financial Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Tortoise Energy Infrastructure Corp position peaked at $16K in Q2 2020.
  • 95 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.