SWA
TBLU

SFMG Wealth Advisors’s Tortoise Global Water ETF TBLU Stock Holding History

SFMG Wealth 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
2021
Q2 		– Sell
-8,106
Closed -$337K – 277
2021
Q1 		$337K Buy
+8,106
New +$332K 0.04% 176

Other funds holding TBLU

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RCS
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BCI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

SFMG Wealth Advisors's TBLU Position: Q2 2021 in Review

SFMG Wealth Advisors sold out of Tortoise Global Water ETF (TBLU) in Q2 2021, closing a stake of 8,106 shares — an estimated $337K sold.

SFMG Wealth Advisors first reported a position in TBLU in Q1 2021 and held it in 1 quarter. The position peaked at $337K in Q1 2021. 16 funds tracked by Wall St. Rank hold TBLU as of Q2 2021.

  • SFMG Wealth Advisors reported no remaining Tortoise Global Water ETF position as of Q2 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 8,106 Tortoise Global Water ETF shares in Q2 2021, an estimated $337K.
  • SFMG Wealth Advisors first reported a position in Tortoise Global Water ETF in Q1 2021 and held it in 1 quarter.
  • SFMG Wealth Advisors's Tortoise Global Water ETF position peaked at $337K in Q1 2021.
  • 16 funds tracked by Wall St. Rank held Tortoise Global Water ETF as of Q2 2021.

Based on SFMG Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.