Tortoise Capital Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Tortoise Capital Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-50,795	Closed	-$4.43M	–	142
2019 Q2	$4.43M	Sell	50,795 -110,183	-68%	-$9.51M	0.03%	63
2019 Q1	$13.9M	Buy	+160,978	New	+$13.7M	0.09%	40

Other funds holding HYG

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tortoise Capital Advisors's HYG Position: Q3 2019 in Review

Tortoise Capital Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q3 2019, closing a stake of 50,795 shares — an estimated $4.43M sold.

Tortoise Capital Advisors first reported a position in HYG in Q1 2019 and held it in 2 quarters. The position peaked at $13.9M in Q1 2019. 665 funds tracked by Wall St. Rank hold HYG as of Q3 2019.

Tortoise Capital Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Tortoise Capital Advisors sold 50,795 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q3 2019, an estimated $4.43M.
Tortoise Capital Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2019 and held it in 2 quarters.
Tortoise Capital Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $13.9M in Q1 2019.
665 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q3 2019.

Based on Tortoise Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.