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Waverly Advisors’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Waverly 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
2014
Q1 		– Sell
-75
Closed -$14K – 824
2013
Q4 		$14K Hold
75
– – ﹤0.01% 511
2013
Q3 		$14K Buy
+75
New +$13.5K 0.01% 406

Other funds holding TYG

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.65% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Waverly Advisors's TYG Position: Q1 2014 in Review

Waverly Advisors sold out of Tortoise Energy Infrastructure Corp (TYG) in Q1 2014, closing a stake of 75 shares — an estimated $14K sold.

Waverly Advisors first reported a position in TYG in Q3 2013 and held it in 2 quarters. The position peaked at $14K in Q4 2013. 129 funds tracked by Wall St. Rank hold TYG as of Q1 2014.

  • Waverly Advisors reported no remaining Tortoise Energy Infrastructure Corp position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 75 Tortoise Energy Infrastructure Corp shares in Q1 2014, an estimated $14K.
  • Waverly Advisors first reported a position in Tortoise Energy Infrastructure Corp in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Tortoise Energy Infrastructure Corp position peaked at $14K in Q4 2013.
  • 129 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.