Tortoise Investment Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-400	Closed	-$12K	–	407
2015 Q4	$12K	Hold	400	–	–	﹤0.01%	298
2015 Q3	$12K	Hold	400	–	–	﹤0.01%	279
2015 Q2	$13K	Buy	+400	New	+$13.9K	﹤0.01%	295

Other funds holding EWL

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

PVH

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

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

Tortoise Investment Management sold out of iShares MSCI Switzerland ETF (EWL) in Q1 2016, closing a stake of 400 shares — an estimated $12K sold.

Tortoise Investment Management first reported a position in EWL in Q2 2015 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 112 funds tracked by Wall St. Rank hold EWL as of Q1 2016.

Tortoise Investment Management reported no remaining iShares MSCI Switzerland ETF position as of Q1 2016 after selling out during the quarter.
Tortoise Investment Management sold 400 iShares MSCI Switzerland ETF shares in Q1 2016, an estimated $12K.
Tortoise Investment Management first reported a position in iShares MSCI Switzerland ETF in Q2 2015 and held it in 3 quarters.
Tortoise Investment Management's iShares MSCI Switzerland ETF position peaked at $13K in Q2 2015.
112 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q1 2016.

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