TIM
EWH icon

Tortoise Investment Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Tortoise Investment Management’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-575
Closed -$11K – 405
2015
Q4 		$11K Hold
575
– – ﹤0.01% 303
2015
Q3 		$11K Hold
575
– – ﹤0.01% 285
2015
Q2 		$13K Buy
+575
New +$13.6K ﹤0.01% 294

Other funds holding EWH

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Tortoise Investment Management's EWH Position: Q1 2016 in Review

Tortoise Investment Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2016, closing a stake of 575 shares — an estimated $11K sold.

Tortoise Investment Management first reported a position in EWH in Q2 2015 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 121 funds tracked by Wall St. Rank hold EWH as of Q1 2016.

  • Tortoise Investment Management reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 575 iShares MSCI Hong Kong ETF shares in Q1 2016, an estimated $11K.
  • Tortoise Investment Management first reported a position in iShares MSCI Hong Kong ETF in Q2 2015 and held it in 3 quarters.
  • Tortoise Investment Management's iShares MSCI Hong Kong ETF position peaked at $13K in Q2 2015.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2016.

Based on Tortoise Investment Management's 13F filing for Q1 2016, filed 6 May 2016.