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Tortoise Energy Infrastructure closed end funds shares owned by Wetherby Asset Management

Quarter-by-quarter ownership of Tortoise Energy Infrastructure closed end funds (TYG) shares owned by Wetherby Asset Management from 13F filings

Historical chart of Wetherby Asset Management investment in Tortoise Energy Infrastructure closed end funds

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Energy Infrastructure closed end funds held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Energy Infrastructure closed end funds by Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 8.6k 30.91
2023-12-31 $334k 12k 28.77
2022-09-30 $300k 10k 30.00
2022-06-30 $296k 10k 29.60

More positions owned by Wetherby Asset Management

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NVIDIA Corporation (NVDA)
Amazon Call Option (AMZN)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Walt Disney Company (DIS)
Commercial Metals Company (CMC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Wetherby Asset Management

Top funds holding Tortoise Energy Infrastructure closed end funds

Morgan Stanley
Saba Capital Management
Allspring Global Investments Holdings
Advisors Asset Management
Arete Wealth Advisors
Royal Bank of Canada
Aristides Capital
American Financial Group
Eagle Bluffs Wealth Management
Wolverine Asset Management
Camden Capital
Deschutes Portfolio Strategy
Quantedge Capital Pte
LPL Financial
Zimmer Partners

View all funds holding Tortoise Energy Infrastructure closed end funds