Creative Planning’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History

Creative Planning’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 Q2	–	Sell	-5,929	Closed	-$197K	–	4138
2014 Q1	$197K	Sell	5,929 -1,000	-14%	-$32.3K	﹤0.01%	1007
2013 Q4	$226K	Sell	6,929 -250	-3%	-$8.03K	﹤0.01%	814
2013 Q3	$227K	Buy	7,179 +1,650	+30%	+$54.2K	﹤0.01%	712
2013 Q2	$191K	Buy	+5,529	New	+$183K	﹤0.01%	700

Other funds holding TYY

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's TYY Position: Q2 2014 in Review

Creative Planning sold out of TORTOISE ENERGY CAPITAL CORP (TYY) in Q2 2014, closing a stake of 5,929 shares — an estimated $197K sold.

Creative Planning first reported a position in TYY in Q2 2013 and held it in 4 quarters. The position peaked at $227K in Q3 2013. 3 funds tracked by Wall St. Rank hold TYY as of Q2 2014.

Creative Planning reported no remaining TORTOISE ENERGY CAPITAL CORP position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 5,929 TORTOISE ENERGY CAPITAL CORP shares in Q2 2014, an estimated $197K.
Creative Planning first reported a position in TORTOISE ENERGY CAPITAL CORP in Q2 2013 and held it in 4 quarters.
Creative Planning's TORTOISE ENERGY CAPITAL CORP position peaked at $227K in Q3 2013.
3 funds tracked by Wall St. Rank held TORTOISE ENERGY CAPITAL CORP as of Q2 2014.

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