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Latest Q4/2015 Holdings: Tortoise Capital Advisors, L.L.C.


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  • 13FTopInfoC

Fund Summary Info

  • Energy-Focused Investment company, primarily MLPs
  • Est. in 2002 and HQ in Kansas City area
  • Belongs to Energy Fund Group.
  • $16.3 Billion in 13-F Assets, Down from $18.5 Billion in June 2014 Qtr., And Down from $16.8 Billion in Prior March 2015 Qtr.
  • Returned 8.3% in FY 2014, Higher than the 7.5% Return for the Dow Jones & 3.5% Return for the small-cap Russell 2000 in FY 2014
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    Latest Quarter Institutional Trading Summary by Fund