Financial Management Professionals, Inc. TYG Tortoise Energy Infrastr

Ownership history in Financial Management Professionals, Inc.  ·  15 quarters on record

AI Ownership Summary

Financial Management Professionals, Inc. reported Tortoise Energy Infrastr (TYG) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows TYG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Management Professionals, Inc.'s position in Tortoise Energy Infrastr, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TYG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Management Professionals, Inc. held TYG — position size vs. price
% of Fund (quarterly)    TYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 41 +2 +5.1% 0.00% $2K 2026-07-09 $43.24
2026 Q1 ADDED 39 +1 +2.6% 0.00% $2K 2026-04-15 $46.12
2025 Q4 ADDED 38 +1 +2.7% 0.00% $2K 2026-01-27 $41.54
2025 Q3 ADDED 37 +1 +2.8% 0.00% $2K 2025-10-15 $39.03
2025 Q2 ADDED 36 +1 +2.9% 0.00% $2K 2025-07-15 $38.52
2025 Q1 ADDED 35 +1 +2.9% 0.00% $2K 2025-04-10 $31.66
2024 Q4 UNCHANGED 34 0% 0.00% $1K 2025-01-15 $38.23
2024 Q3 ADDED 34 +1 +3.0% 0.00% $1K 2024-10-24 $33.64
2024 Q2 ADDED 33 +1 +3.1% 0.00% $1K 2024-07-12 $28.82
2024 Q1 ADDED 32 +1 +3.2% 0.00% $1K 2024-04-16 $23.57
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Management Professionals, Inc. and TYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Management Professionals, Inc. reported owning TYG?

Financial Management Professionals, Inc. reported TYG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TYG position in Financial Management Professionals, Inc.'s portfolio?

The largest reported portfolio weight for TYG was 0.00% in 2026 Q1.

What is the latest reported TYG position on this page?

The most recent filing on this page is 2026 Q2, when Financial Management Professionals, Inc. reported 41 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this TYG ownership page compare?

The chart compares Financial Management Professionals, Inc.'s quarterly TYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Management Professionals, Inc. time their TYG position?

Based on 13F filing dates vs. subsequent TYG price moves, Financial Management Professionals, Inc. correctly timed 9 out of 11 reported position changes (82%). The annualised alpha on TYG relative to SPY over the holding period was -2.2%.

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