Tortoise Index Solutions’s Spectra Engy Parters Lp SEP Stock Holding History

Tortoise Index Solutions’s Portfolio SEP Stock Details SEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-15,960	Closed	-$570K	–	90
2018 Q3	$570K	Buy	15,960 +2,748	+21%	+$102K	0.37%	34
2018 Q2	$468K	Buy	13,212 +1,837	+16%	+$59.9K	0.33%	37
2018 Q1	$383K	Buy	11,375 +2,152	+23%	+$85.9K	0.35%	37
2017 Q4	$365K	Buy	+9,223	New	+$388K	0.33%	38
2015 Q3	$47K	Buy	1,175 +215	+22%	+$10.1K	0.23%	52
2015 Q2	$44K	Buy	+960	New	+$49.3K	0.2%	50

Other funds holding SEP

CVSCT

C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Tortoise Index Solutions's SEP Position: Q4 2018 in Review

Tortoise Index Solutions sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 15,960 shares — an estimated $570K sold.

Tortoise Index Solutions first reported a position in SEP in Q2 2015 and held it in 6 quarters. The position peaked at $570K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

Tortoise Index Solutions reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
Tortoise Index Solutions sold 15,960 Spectra Engy Parters Lp shares in Q4 2018, an estimated $570K.
Tortoise Index Solutions first reported a position in Spectra Engy Parters Lp in Q2 2015 and held it in 6 quarters.
Tortoise Index Solutions's Spectra Engy Parters Lp position peaked at $570K in Q3 2018.
3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Tortoise Index Solutions's 13F filing for Q4 2018, filed 13 Feb 2019.