Vishria Bird Financial Group’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Vishria Bird Financial Group’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 Q4	–	Sell	-16,500	Closed	-$332K	–	55
2019 Q3	$332K	Hold	16,500	–	–	0.38%	31
2019 Q2	$348K	Hold	16,500	–	–	0.35%	33
2019 Q1	$415K	Hold	16,500	–	–	0.42%	29
2018 Q4	$402K	Hold	16,500	–	–	0.44%	28
2018 Q3	$389K	Buy	+16,500	New	+$391K	0.33%	30

Other funds holding TGE

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Vishria Bird Financial Group's TGE Position: Q4 2019 in Review

Vishria Bird Financial Group sold out of Tallgrass Energy, LP Class A Shares (TGE) in Q4 2019, closing a stake of 16,500 shares — an estimated $332K sold.

Vishria Bird Financial Group first reported a position in TGE in Q3 2018 and held it in 5 quarters. The position peaked at $415K in Q1 2019. 216 funds tracked by Wall St. Rank hold TGE as of Q4 2019.

Vishria Bird Financial Group reported no remaining Tallgrass Energy, LP Class A Shares position as of Q4 2019 after selling out during the quarter.
Vishria Bird Financial Group sold 16,500 Tallgrass Energy, LP Class A Shares shares in Q4 2019, an estimated $332K.
Vishria Bird Financial Group first reported a position in Tallgrass Energy, LP Class A Shares in Q3 2018 and held it in 5 quarters.
Vishria Bird Financial Group's Tallgrass Energy, LP Class A Shares position peaked at $415K in Q1 2019.
216 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q4 2019.

Based on Vishria Bird Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.