Creative Planning
TYY

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 $1.55B AUM 17.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return