Tortoise Investment Management’s WisdomTree Emerging Currency Strategy Fund CEW Stock Holding History

Tortoise Investment Management’s Portfolio CEW Stock Details CEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-3,000	Closed	-$59K	–	467
2014 Q3	$59K	Hold	3,000	–	–	0.02%	197
2014 Q2	$62K	Hold	3,000	–	–	0.03%	192
2014 Q1	$61K	Hold	3,000	–	–	0.03%	174
2013 Q4	$60K	Hold	3,000	–	–	0.03%	167
2013 Q3	$60K	Hold	3,000	–	–	0.04%	142
2013 Q2	$60K	Buy	+3,000	New	+$62.5K	0.04%	129

Other funds holding CEW

MFP

Mosaic Financial Partners San Francisco, California $152M AUM 1.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

FIG

Fusion Investment Group Pittsburgh, Pennsylvania $37.3M AUM 3.34% 1-Year Est. Return

Tortoise Investment Management's CEW Position: Q4 2014 in Review

Tortoise Investment Management sold out of WisdomTree Emerging Currency Strategy Fund (CEW) in Q4 2014, closing a stake of 3,000 shares — an estimated $59K sold.

Tortoise Investment Management first reported a position in CEW in Q2 2013 and held it in 6 quarters. The position peaked at $62K in Q2 2014. 28 funds tracked by Wall St. Rank hold CEW as of Q4 2014.

Tortoise Investment Management reported no remaining WisdomTree Emerging Currency Strategy Fund position as of Q4 2014 after selling out during the quarter.
Tortoise Investment Management sold 3,000 WisdomTree Emerging Currency Strategy Fund shares in Q4 2014, an estimated $59K.
Tortoise Investment Management first reported a position in WisdomTree Emerging Currency Strategy Fund in Q2 2013 and held it in 6 quarters.
Tortoise Investment Management's WisdomTree Emerging Currency Strategy Fund position peaked at $62K in Q2 2014.
28 funds tracked by Wall St. Rank held WisdomTree Emerging Currency Strategy Fund as of Q4 2014.

Based on Tortoise Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.