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Tortoise Investment Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Tortoise Investment Management’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-250
Closed -$13K – 425
2014
Q1 		$13K Buy
+250
New +$12.8K 0.01% 253

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CIC
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FBNAT
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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tortoise Investment Management's DOL Position: Q2 2014 in Review

Tortoise Investment Management sold out of WisdomTree True Developed International Fund (DOL) in Q2 2014, closing a stake of 250 shares — an estimated $13K sold.

Tortoise Investment Management first reported a position in DOL in Q1 2014 and held it in 1 quarter. The position peaked at $13K in Q1 2014. 51 funds tracked by Wall St. Rank hold DOL as of Q2 2014.

  • Tortoise Investment Management reported no remaining WisdomTree True Developed International Fund position as of Q2 2014 after selling out during the quarter.
  • Tortoise Investment Management sold 250 WisdomTree True Developed International Fund shares in Q2 2014, an estimated $13K.
  • Tortoise Investment Management first reported a position in WisdomTree True Developed International Fund in Q1 2014 and held it in 1 quarter.
  • Tortoise Investment Management's WisdomTree True Developed International Fund position peaked at $13K in Q1 2014.
  • 51 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2014.

Based on Tortoise Investment Management's 13F filing for Q2 2014, filed 29 Jul 2014.