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Tortoise Investment Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History

Tortoise Investment Management’s Portfolio DWAS Stock Details DWAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$11K – 494
2017
Q2 		$11K Buy
+250
New +$10.3K ﹤0.01% 341

Other funds holding DWAS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management's DWAS Position: Q3 2017 in Review

Tortoise Investment Management sold out of Invesco Dorsey Wright SmallCap Momentum ETF (DWAS) in Q3 2017, closing a stake of 250 shares — an estimated $11K sold.

Tortoise Investment Management first reported a position in DWAS in Q2 2017 and held it in 1 quarter. The position peaked at $11K in Q2 2017. 48 funds tracked by Wall St. Rank hold DWAS as of Q3 2017.

  • Tortoise Investment Management reported no remaining Invesco Dorsey Wright SmallCap Momentum ETF position as of Q3 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 250 Invesco Dorsey Wright SmallCap Momentum ETF shares in Q3 2017, an estimated $11K.
  • Tortoise Investment Management first reported a position in Invesco Dorsey Wright SmallCap Momentum ETF in Q2 2017 and held it in 1 quarter.
  • Tortoise Investment Management's Invesco Dorsey Wright SmallCap Momentum ETF position peaked at $11K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held Invesco Dorsey Wright SmallCap Momentum ETF as of Q3 2017.

Based on Tortoise Investment Management's 13F filing for Q3 2017, filed 15 Nov 2017.