Tortoise Investment Management’s WisdomTree Emerging Markets Corporate Bond Fund EMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-100	Closed	-$7K	–	487
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	368
2016 Q3	$7K	Hold	100	–	–	﹤0.01%	346
2016 Q2	$7K	Hold	100	–	–	﹤0.01%	349
2016 Q1	$7K	Hold	100	–	–	﹤0.01%	306
2015 Q4	$7K	Hold	100	–	–	﹤0.01%	330
2015 Q3	$7K	Hold	100	–	–	﹤0.01%	310
2015 Q2	$7K	Hold	100	–	–	﹤0.01%	334
2015 Q1	$7K	Hold	100	–	–	﹤0.01%	320
2014 Q4	$7K	Hold	100	–	–	﹤0.01%	341
2014 Q3	$8K	Sell	100 -140	-58%	-$10.9K	﹤0.01%	311
2014 Q2	$19K	Sell	240 -300	-56%	-$22.9K	0.01%	276
2014 Q1	$40K	Hold	540	–	–	0.02%	204
2013 Q4	$40K	Hold	540	–	–	0.02%	192
2013 Q3	$40K	Sell	540 -500	-48%	-$37K	0.02%	161
2013 Q2	$77K	Buy	+1,040	New	+$81.4K	0.05%	117

Other funds holding EMCB

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Tortoise Investment Management's EMCB Position: Q1 2017 in Review

Tortoise Investment Management sold out of WisdomTree Emerging Markets Corporate Bond Fund (EMCB) in Q1 2017, closing a stake of 100 shares — an estimated $7K sold.

Tortoise Investment Management first reported a position in EMCB in Q2 2013 and held it in 15 quarters. The position peaked at $77K in Q2 2013. 20 funds tracked by Wall St. Rank hold EMCB as of Q1 2017.

Tortoise Investment Management reported no remaining WisdomTree Emerging Markets Corporate Bond Fund position as of Q1 2017 after selling out during the quarter.
Tortoise Investment Management sold 100 WisdomTree Emerging Markets Corporate Bond Fund shares in Q1 2017, an estimated $7K.
Tortoise Investment Management first reported a position in WisdomTree Emerging Markets Corporate Bond Fund in Q2 2013 and held it in 15 quarters.
Tortoise Investment Management's WisdomTree Emerging Markets Corporate Bond Fund position peaked at $77K in Q2 2013.
20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Corporate Bond Fund as of Q1 2017.

Based on Tortoise Investment Management's 13F filing for Q1 2017, filed 9 May 2017.