Tortoise Investment Management’s iShares MSCI Canada ETF EWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-1,500	Closed	-$43K	–	444
2014 Q4	$43K	Buy	+1,500	New	+$44.1K	0.02%	228
2013 Q4	–	Sell	-80	Closed	-$2K	–	353
2013 Q3	$2K	Hold	80	–	–	﹤0.01%	305
2013 Q2	$2K	Buy	+80	New	+$2.2K	﹤0.01%	331

Other funds holding EWC

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Tortoise Investment Management's EWC Position: Q1 2015 in Review

Tortoise Investment Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2015, closing a stake of 1,500 shares — an estimated $43K sold.

Tortoise Investment Management first reported a position in EWC in Q2 2013 and held it in 3 quarters. The position peaked at $43K in Q4 2014. 232 funds tracked by Wall St. Rank hold EWC as of Q1 2015.

Tortoise Investment Management reported no remaining iShares MSCI Canada ETF position as of Q1 2015 after selling out during the quarter.
Tortoise Investment Management sold 1,500 iShares MSCI Canada ETF shares in Q1 2015, an estimated $43K.
Tortoise Investment Management first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 3 quarters.
Tortoise Investment Management's iShares MSCI Canada ETF position peaked at $43K in Q4 2014.
232 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2015.

Based on Tortoise Investment Management's 13F filing for Q1 2015, filed 20 Apr 2015.