WMS Partners’s TORTOISE ENERGY CAPITAL CORP TYY Stock Holding History

WMS Partners’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	-44,203	Closed	-$1.47M	–	253
2014 Q1	$1.47M	Buy	44,203 +550	+1%	+$17.8K	0.23%	68
2013 Q4	$1.43M	Buy	43,653 +7,246	+20%	+$233K	0.24%	66
2013 Q3	$1.15M	Hold	36,407	–	–	0.22%	64
2013 Q2	$1.26M	Buy	+36,407	New	+$1.21M	0.23%	68

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

WMS Partners's TYY Position: Q2 2014 in Review

WMS Partners sold out of TORTOISE ENERGY CAPITAL CORP (TYY) in Q2 2014, closing a stake of 44,203 shares — an estimated $1.47M sold.

WMS Partners first reported a position in TYY in Q2 2013 and held it in 4 quarters. The position peaked at $1.47M in Q1 2014. 3 funds tracked by Wall St. Rank hold TYY as of Q2 2014.

WMS Partners reported no remaining TORTOISE ENERGY CAPITAL CORP position as of Q2 2014 after selling out during the quarter.
WMS Partners sold 44,203 TORTOISE ENERGY CAPITAL CORP shares in Q2 2014, an estimated $1.47M.
WMS Partners first reported a position in TORTOISE ENERGY CAPITAL CORP in Q2 2013 and held it in 4 quarters.
WMS Partners's TORTOISE ENERGY CAPITAL CORP position peaked at $1.47M in Q1 2014.
3 funds tracked by Wall St. Rank held TORTOISE ENERGY CAPITAL CORP as of Q2 2014.

Based on WMS Partners's 13F filing for Q2 2014, filed 11 Aug 2014.