CWM
TYY

Concert Wealth Management’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History

Concert Wealth Management’s Portfolio TYY Stock Details TYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,490
Closed -$277K – 596
2013
Q4 		$277K Sell
8,490
-1,309
-13% -$42K 0.04% 404
2013
Q3 		$309K Buy
9,799
+82
+0.8% +$2.69K 0.04% 363
2013
Q2 		$336K Buy
+9,717
New +$322K 0.05% 314

Other funds holding TYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
IT
Independence Trust Franklin, Tennessee $90.5M AUM 24.37% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.45% 1-Year Est. Return
DIA
Dean Investment Associates Beavercreek, Ohio $761M AUM 33.5% 1-Year Est. Return

Concert Wealth Management's TYY Position: Q1 2014 in Review

Concert Wealth Management sold out of TORTOISE ENERGY CAPITAL CORP (TYY) in Q1 2014, closing a stake of 8,490 shares — an estimated $277K sold.

Concert Wealth Management first reported a position in TYY in Q2 2013 and held it in 3 quarters. The position peaked at $336K in Q2 2013. 71 funds tracked by Wall St. Rank hold TYY as of Q1 2014.

  • Concert Wealth Management reported no remaining TORTOISE ENERGY CAPITAL CORP position as of Q1 2014 after selling out during the quarter.
  • Concert Wealth Management sold 8,490 TORTOISE ENERGY CAPITAL CORP shares in Q1 2014, an estimated $277K.
  • Concert Wealth Management first reported a position in TORTOISE ENERGY CAPITAL CORP in Q2 2013 and held it in 3 quarters.
  • Concert Wealth Management's TORTOISE ENERGY CAPITAL CORP position peaked at $336K in Q2 2013.
  • 71 funds tracked by Wall St. Rank held TORTOISE ENERGY CAPITAL CORP as of Q1 2014.

Based on Concert Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.