Creative Planning’s TORTOISE NORTH AMERICAN ENERGY CORPORATION COM TYN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-535
Closed -$16K 4139
2014
Q1
$16K Sell
535
-1,150
-68% -$32.5K ﹤0.01% 2536
2013
Q4
$47K Hold
1,685
﹤0.01% 1655
2013
Q3
$45K Buy
1,685
+400
+31% +$11.4K ﹤0.01% 1582
2013
Q2
$41K Buy
+1,285
New +$39.4K ﹤0.01% 1495

Creative Planning's TYN Position: Q2 2014 in Review

Creative Planning sold out of TORTOISE NORTH AMERICAN ENERGY CORPORATION COM (TYN) in Q2 2014, closing a stake of 535 shares — an estimated $16K sold.

Creative Planning first reported a position in TYN in Q2 2013 and held it in 4 quarters. The position peaked at $47K in Q4 2013. 1 fund tracked by Wall St. Rank holds TYN as of Q2 2014.

  • Creative Planning reported no remaining TORTOISE NORTH AMERICAN ENERGY CORPORATION COM position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 535 TORTOISE NORTH AMERICAN ENERGY CORPORATION COM shares in Q2 2014, an estimated $16K.
  • Creative Planning first reported a position in TORTOISE NORTH AMERICAN ENERGY CORPORATION COM in Q2 2013 and held it in 4 quarters.
  • Creative Planning's TORTOISE NORTH AMERICAN ENERGY CORPORATION COM position peaked at $47K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held TORTOISE NORTH AMERICAN ENERGY CORPORATION COM as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.