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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 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.