Tortoise Capital Advisors’s Itron ITRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-90	Closed	-$6K	–	143
2019 Q2	$6K	Hold	90	–	–	﹤0.01%	113
2019 Q1	$4K	Hold	90	–	–	﹤0.01%	103
2018 Q4	$4K	Hold	90	–	–	﹤0.01%	102
2018 Q3	$6K	Hold	90	–	–	﹤0.01%	103
2018 Q2	$5K	Hold	90	–	–	﹤0.01%	107
2018 Q1	$6K	Buy	90 +9	+11%	+$644	﹤0.01%	102
2017 Q4	$6K	Buy	81 +36	+80%	+$2.57K	﹤0.01%	107
2017 Q3	$3K	Hold	45	–	–	﹤0.01%	118
2017 Q2	$3K	Hold	45	–	–	﹤0.01%	121
2017 Q1	$3K	Hold	45	–	–	﹤0.01%	119
2016 Q4	$3K	Hold	45	–	–	﹤0.01%	124
2016 Q3	$3K	Hold	45	–	–	﹤0.01%	119
2016 Q2	$2K	Hold	45	–	–	﹤0.01%	127
2016 Q1	$2K	Hold	45	–	–	﹤0.01%	124
2015 Q4	$2K	Buy	45 +5	+13%	+$177	﹤0.01%	119
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	141
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	141
2015 Q1	$1K	Hold	40	–	–	﹤0.01%	133
2014 Q4	$2K	Buy	+40	New	+$1.6K	﹤0.01%	115

Other funds holding ITRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return