WA
TYG

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

WFG 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
2017
Q2 		$26K Buy
212
+25
+13% +$3.25K 0.01% 881
2017
Q1 		$26K Sell
187
-25
-12% -$3.32K 0.01% 825
2016
Q4 		$26K Hold
212
– – 0.01% 875
2016
Q3 		$26K Hold
212
– – 0.01% 884
2016
Q2 		$26K Buy
212
+85
+67% +$9.68K 0.01% 858
2016
Q1 		$13K Hold
127
– – ﹤0.01% 996
2015
Q4 		$14K Hold
127
– – ﹤0.01% 1002
2015
Q3 		$14K Hold
127
– – ﹤0.01% 1007
2015
Q2 		$19K Hold
127
– – 0.01% 996
2015
Q1 		$21K Sell
127
-249
-66% -$43K 0.01% 976
2014
Q4 		$66K Hold
376
– – 0.01% 785
2014
Q3 		$72K Sell
376
-10
-3% -$1.91K 0.01% 787
2014
Q2 		$76K Buy
+386
New +$74K 0.01% 760
2013
Q3 		– Sell
-50
Closed -$9K – 2255
2013
Q2 		$9K Buy
+50
New +$9.13K ﹤0.01% 1496

Other funds holding TYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
MWAC
Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio $1.81B AUM 13.11% 1-Year Est. Return