Tortoise Index Solutions’s Select Water Solutions WTTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$147K	Sell	15,889 -180	-1%	-$1.45K	0.03%	64
2023 Q4	$122K	Sell	16,069 -562	-3%	-$4.18K	0.02%	63
2023 Q3	$132K	Sell	16,631 -1,022	-6%	-$8.4K	0.03%	65
2023 Q2	$143K	Sell	17,653 -646	-4%	-$4.88K	0.03%	65
2023 Q1	$127K	Sell	18,299 -5,035	-22%	-$39.2K	0.02%	66
2022 Q4	$929K	Sell	23,334 -758	-3%	-$6.39K	0.16%	56
2022 Q3	$168K	Buy	24,092 +7,175	+42%	+$49.8K	0.03%	78
2022 Q2	$115K	Buy	+16,917	New	+$137K	0.02%	90
2018 Q2	–	Sell	-2,976	Closed	-$38K	–	107
2018 Q1	$38K	Buy	2,976 +1,090	+58%	+$17.9K	0.04%	93
2017 Q4	$34K	Buy	+1,886	New	+$30.2K	0.03%	94

Other funds holding WTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Tortoise Index Solutions's WTTR Position: Q1 2024 in Review

Tortoise Index Solutions reduced its Select Water Solutions (WTTR) stake by 1.1% in Q1 2024, selling an estimated $1.45K and leaving 15,889 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #64.

Tortoise Index Solutions first reported a position in WTTR in Q4 2017 and has held it in 10 quarters since. The position peaked at $929K in Q4 2022. 200 funds tracked by Wall St. Rank hold WTTR as of Q1 2024.

Tortoise Index Solutions held 15,889 shares of Select Water Solutions worth $147K as of Q1 2024.
Tortoise Index Solutions sold 180 Select Water Solutions shares in Q1 2024, an estimated $1.45K.
Select Water Solutions made up 0.03% of Tortoise Index Solutions's portfolio in Q1 2024, its #64 holding.
Tortoise Index Solutions first reported a position in Select Water Solutions in Q4 2017 and has held it in 10 quarters since.
Tortoise Index Solutions's Select Water Solutions position peaked at $929K in Q4 2022.
200 funds tracked by Wall St. Rank held Select Water Solutions as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.