LIA
TBLU

LBMC Investment Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

LBMC Investment Advisors’s Portfolio TBLU Stock Details TBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,327
Closed -$241K – 168
2022
Q3 		$241K Hold
7,327
– – 0.03% 134
2022
Q2 		$261K Hold
7,327
– – 0.03% 123
2022
Q1 		$308K Hold
7,327
– – 0.03% 121
2021
Q4 		$370K Hold
7,327
– – 0.03% 116
2021
Q3 		$333 Hold
7,327
– – 0.03% 115
2021
Q2 		$326K Buy
+7,327
New +$325K 0.03% 120

Other funds holding TBLU

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

LBMC Investment Advisors's TBLU Position: Q4 2022 in Review

LBMC Investment Advisors sold out of Tortoise Global Water ETF (TBLU) in Q4 2022, closing a stake of 7,327 shares — an estimated $241K sold.

LBMC Investment Advisors first reported a position in TBLU in Q2 2021 and held it in 6 quarters. The position peaked at $370K in Q4 2021. 30 funds tracked by Wall St. Rank hold TBLU as of Q4 2022.

  • LBMC Investment Advisors reported no remaining Tortoise Global Water ETF position as of Q4 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 7,327 Tortoise Global Water ETF shares in Q4 2022, an estimated $241K.
  • LBMC Investment Advisors first reported a position in Tortoise Global Water ETF in Q2 2021 and held it in 6 quarters.
  • LBMC Investment Advisors's Tortoise Global Water ETF position peaked at $370K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q4 2022.

Based on LBMC Investment Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.