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Wealthspire Advisors (Maryland)’s Tortoise Energy Infrastructure Corp TYG Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-75
Closed -$9K – 2462
2017
Q2 		$9K Buy
+75
New +$9.75K ﹤0.01% 1585
2015
Q4 		– Hold
0
– – – 1321

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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TYG Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Tortoise Energy Infrastructure Corp (TYG) in Q3 2017, closing a stake of 75 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in TYG in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 140 funds tracked by Wall St. Rank hold TYG as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Tortoise Energy Infrastructure Corp position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 75 Tortoise Energy Infrastructure Corp shares in Q3 2017, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in Tortoise Energy Infrastructure Corp in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Tortoise Energy Infrastructure Corp position peaked at $9K in Q2 2017.
  • 140 funds tracked by Wall St. Rank held Tortoise Energy Infrastructure Corp as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.