FNBT
TYY

FineMark National Bank & Trust’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History

FineMark National Bank & Trust’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
2013
Q4 		– Sell
-10,305
Closed -$325K – 1640
2013
Q3 		$325K Buy
10,305
+740
+8% +$24.3K 0.08% 218
2013
Q2 		$331K Buy
+9,565
New +$317K 0.1% 186

Other funds holding TYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
DIA
Dean Investment Associates Beavercreek, Ohio $710M AUM 22.02% 1-Year Est. Return
WC
Whitnell & Co Oak Brook, Illinois $326M AUM 25.97% 1-Year Est. Return
HC
HHG & Company Darien, Connecticut $360M AUM 2.45% 1-Year Est. Return
PCMK
Paragon Capital Management (Kansas) Overland Park, Kansas $216M AUM 34.9% 1-Year Est. Return

FineMark National Bank & Trust's TYY Position: Q4 2013 in Review

FineMark National Bank & Trust sold out of TORTOISE ENERGY CAPITAL CORP (TYY) in Q4 2013, closing a stake of 10,305 shares — an estimated $325K sold.

FineMark National Bank & Trust first reported a position in TYY in Q2 2013 and held it in 2 quarters. The position peaked at $331K in Q2 2013. 74 funds tracked by Wall St. Rank hold TYY as of Q4 2013.

  • FineMark National Bank & Trust reported no remaining TORTOISE ENERGY CAPITAL CORP position as of Q4 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 10,305 TORTOISE ENERGY CAPITAL CORP shares in Q4 2013, an estimated $325K.
  • FineMark National Bank & Trust first reported a position in TORTOISE ENERGY CAPITAL CORP in Q2 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's TORTOISE ENERGY CAPITAL CORP position peaked at $331K in Q2 2013.
  • 74 funds tracked by Wall St. Rank held TORTOISE ENERGY CAPITAL CORP as of Q4 2013.

Based on FineMark National Bank & Trust's 13F filing for Q4 2013, filed 12 Feb 2014.