Wealth Advisors of Tampa Bay’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Wealth Advisors of Tampa Bay’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
2019 Q4	–	Sell	-31,369	Closed	-$2.57M	–	66
2019 Q3	$2.57M	Sell	31,369 -4,274	-12%	-$369K	2.13%	19
2019 Q2	$3.21M	Sell	35,643 -583	-2%	-$53.7K	2.33%	17
2019 Q1	$3.4M	Sell	36,226 -965	-3%	-$91.4K	2.47%	13
2018 Q4	$2.96M	Buy	37,191 +2,363	+7%	+$224K	2.4%	16
2018 Q3	$3.75M	Buy	34,828 +1,242	+4%	+$139K	2.63%	15
2018 Q2	$3.57M	Buy	33,586 +2,409	+8%	+$269K	2.73%	15
2018 Q1	$3.11M	Buy	31,177 +1,428	+5%	+$165K	2.25%	22
2017 Q4	$3.63M	Buy	+29,749	New	+$3.19M	2.49%	17

Other funds holding TYG

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

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wealth Advisors of Tampa Bay's TYG Position: Q4 2019 in Review

Wealth Advisors of Tampa Bay sold out of Tortoise Energy Infrastructure Corp (TYG) in Q4 2019, closing a stake of 31,369 shares — an estimated $2.57M sold.

Wealth Advisors of Tampa Bay first reported a position in TYG in Q4 2017 and held it in 8 quarters. The position peaked at $3.75M in Q3 2018. 150 funds tracked by Wall St. Rank hold TYG as of Q4 2019.

Wealth Advisors of Tampa Bay reported no remaining Tortoise Energy Infrastructure Corp position as of Q4 2019 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 31,369 Tortoise Energy Infrastructure Corp shares in Q4 2019, an estimated $2.57M.
Wealth Advisors of Tampa Bay first reported a position in Tortoise Energy Infrastructure Corp in Q4 2017 and held it in 8 quarters.
Wealth Advisors of Tampa Bay's Tortoise Energy Infrastructure Corp position peaked at $3.75M in Q3 2018.
150 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q4 2019.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2019, filed 23 Jan 2020.