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WealthPLAN Partners’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$8.13K Sell
68
-66
-49% -$8.16K ﹤0.01% 634
2016
Q2 		$8.25K Buy
+134
New +$15.3K ﹤0.01% 1813

Other funds holding TYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

WealthPLAN Partners's TYG Position: Q3 2016 in Review

WealthPLAN Partners reduced its Tortoise Energy Infrastructure Corp (TYG) stake by 49% in Q3 2016, selling an estimated $8.16K and leaving 68 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

WealthPLAN Partners first reported a position in TYG in Q2 2016 and has held it in 2 quarters since. The position peaked at $8.25K in Q2 2016. 138 funds tracked by Wall St. Rank hold TYG as of Q3 2016.

  • WealthPLAN Partners held 68 shares of Tortoise Energy Infrastructure Corp worth $8.13K as of Q3 2016.
  • WealthPLAN Partners sold 66 Tortoise Energy Infrastructure Corp shares in Q3 2016, an estimated $8.16K.
  • Tortoise Energy Infrastructure Corp made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #634 holding.
  • WealthPLAN Partners first reported a position in Tortoise Energy Infrastructure Corp in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Tortoise Energy Infrastructure Corp position peaked at $8.25K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.