OWD
TYY

Osborn Williams & Donohoe’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History

Osborn Williams & Donohoe’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
-10,400
Closed -$345K – 235
2014
Q1 		$345K Hold
10,400
– – 0.08% 171
2013
Q4 		$340K Hold
10,400
– – 0.08% 173
2013
Q3 		$328K Hold
10,400
– – 0.08% 176
2013
Q2 		$360K Buy
+10,400
New +$345K 0.09% 163

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