WAM
TGE

Wealthspire Advisors (Maryland)’s Tallgrass Energy, LP Class A Shares TGE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Hold
0
– – – 1013
2018
Q3 		– Sell
-33
Closed -$1K – 2582
2018
Q2 		$1K Hold
33
– – ﹤0.01% 2401
2018
Q1 		$1K Hold
33
– – ﹤0.01% 2451
2017
Q4 		$1K Hold
33
– – ﹤0.01% 2392
2017
Q3 		$1K Hold
33
– – ﹤0.01% 2189
2017
Q2 		$1K Hold
33
– – ﹤0.01% 2154
2017
Q1 		$1K Hold
33
– – ﹤0.01% 1884
2016
Q4 		$1K Buy
+33
New +$812 ﹤0.01% 1712

Other funds holding TGE

O
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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TGE Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) held its Tallgrass Energy, LP Class A Shares (TGE) position steady in Q1 2019 at 0 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Wealthspire Advisors (Maryland) first reported a position in TGE in Q4 2016 and has held it in 7 quarters since. The position peaked at $1K in Q2 2018. 205 funds tracked by Wall St. Rank hold TGE as of Q1 2019.

  • Wealthspire Advisors (Maryland) held 0 shares of Tallgrass Energy, LP Class A Shares worth $38K as of Q1 2019.
  • Wealthspire Advisors (Maryland) left its Tallgrass Energy, LP Class A Shares share count unchanged in Q1 2019.
  • Tallgrass Energy, LP Class A Shares made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q1 2019, its #1013 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Tallgrass Energy, LP Class A Shares in Q4 2016 and has held it in 7 quarters since.
  • Wealthspire Advisors (Maryland)'s Tallgrass Energy, LP Class A Shares position peaked at $1K in Q2 2018.
  • 205 funds tracked by Wall St. Rank held Tallgrass Energy, LP Class A Shares as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.