JMPWA
TYY

JP Morgan Private Wealth Advisors’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History

JP Morgan Private Wealth Advisors’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
-11,600
Closed -$385K – 951
2014
Q1 		$385K Buy
11,600
+1,250
+12% +$40.4K 0.01% 653
2013
Q4 		$338K Buy
10,350
+3,452
+50% +$111K 0.01% 517
2013
Q3 		$218K Buy
+6,898
New +$226K ﹤0.01% 582

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 $528B 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