Tortoise Investment Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-93	Closed	-$10K	–	548
2017 Q4	$10K	Hold	93	–	–	﹤0.01%	391
2017 Q3	$10K	Hold	93	–	–	﹤0.01%	359
2017 Q2	$10K	Hold	93	–	–	﹤0.01%	347
2017 Q1	$10K	Sell	93 -79	-46%	-$8.11K	﹤0.01%	330
2016 Q4	$18K	Hold	172	–	–	0.01%	276
2016 Q3	$18K	Buy	172 +93	+118%	+$9.93K	0.01%	260
2016 Q2	$8K	Hold	79	–	–	﹤0.01%	331
2016 Q1	$8K	Buy	79 +10	+14%	+$1K	﹤0.01%	294
2015 Q4	$7K	Buy	69 +30	+77%	+$3.01K	﹤0.01%	328
2015 Q3	$4K	Hold	39	–	–	﹤0.01%	344
2015 Q2	$4K	Buy	+39	New	+$4K	﹤0.01%	369

Other funds holding CORP

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

PEA

Pacific Edge Advisors Corona Del Mar, California $206M AUM 26.47% 1-Year Est. Return

Tortoise Investment Management's CORP Position: Q1 2018 in Review

Tortoise Investment Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q1 2018, closing a stake of 93 shares — an estimated $10K sold.

Tortoise Investment Management first reported a position in CORP in Q2 2015 and held it in 11 quarters. The position peaked at $18K in Q4 2016. 122 funds tracked by Wall St. Rank hold CORP as of Q1 2018.

Tortoise Investment Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
Tortoise Investment Management sold 93 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q1 2018, an estimated $10K.
Tortoise Investment Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2015 and held it in 11 quarters.
Tortoise Investment Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $18K in Q4 2016.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q1 2018.

Based on Tortoise Investment Management's 13F filing for Q1 2018, filed 11 May 2018.