Whittier Trust’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History

Whittier 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
2014 Q2	–	Sell	-755	Closed	-$25K	–	1091
2014 Q1	$25K	Hold	755	–	–	﹤0.01%	770
2013 Q4	$25K	Hold	755	–	–	﹤0.01%	776
2013 Q3	$24K	Hold	755	–	–	﹤0.01%	780
2013 Q2	$26K	Buy	+755	New	+$25K	﹤0.01%	756

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

Whittier Trust's TYY Position: Q2 2014 in Review

Whittier Trust sold out of TORTOISE ENERGY CAPITAL CORP (TYY) in Q2 2014, closing a stake of 755 shares — an estimated $25K sold.

Whittier Trust first reported a position in TYY in Q2 2013 and held it in 4 quarters. The position peaked at $26K in Q2 2013. 3 funds tracked by Wall St. Rank hold TYY as of Q2 2014.

Whittier Trust reported no remaining TORTOISE ENERGY CAPITAL CORP position as of Q2 2014 after selling out during the quarter.
Whittier Trust sold 755 TORTOISE ENERGY CAPITAL CORP shares in Q2 2014, an estimated $25K.
Whittier Trust first reported a position in TORTOISE ENERGY CAPITAL CORP in Q2 2013 and held it in 4 quarters.
Whittier Trust's TORTOISE ENERGY CAPITAL CORP position peaked at $26K in Q2 2013.
3 funds tracked by Wall St. Rank held TORTOISE ENERGY CAPITAL CORP as of Q2 2014.

Based on Whittier Trust's 13F filing for Q2 2014, filed 4 Aug 2014.