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 $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

JP Morgan Private Wealth Advisors's TYY Position: Q2 2014 in Review

JP Morgan Private Wealth Advisors sold out of TORTOISE ENERGY CAPITAL CORP (TYY) in Q2 2014, closing a stake of 11,600 shares — an estimated $385K sold.

JP Morgan Private Wealth Advisors first reported a position in TYY in Q3 2013 and held it in 3 quarters. The position peaked at $385K in Q1 2014. 3 funds tracked by Wall St. Rank hold TYY as of Q2 2014.

JP Morgan Private Wealth Advisors reported no remaining TORTOISE ENERGY CAPITAL CORP position as of Q2 2014 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,600 TORTOISE ENERGY CAPITAL CORP shares in Q2 2014, an estimated $385K.
JP Morgan Private Wealth Advisors first reported a position in TORTOISE ENERGY CAPITAL CORP in Q3 2013 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's TORTOISE ENERGY CAPITAL CORP position peaked at $385K in Q1 2014.
3 funds tracked by Wall St. Rank held TORTOISE ENERGY CAPITAL CORP as of Q2 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2014, filed 11 Aug 2014.