Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TIM
Tortoise Investment Management’s
iShares International Select Dividend ETF
IDV
Stock Holding History
Tortoise Investment Management’s Portfolio
IDV Stock Details
IDV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-592
Closed
-$18K
–
616
2019
Q2
$18K
Hold
592
–
–
﹤0.01%
357
2019
Q1
$18K
Buy
+592
New
+$18.3K
﹤0.01%
343
2017
Q2
–
Sell
-350
Closed
-$11K
–
497
2017
Q1
$11K
Hold
350
–
–
﹤0.01%
323
2016
Q4
$10K
Hold
350
–
–
﹤0.01%
331
2016
Q3
$10K
Sell
350
-800
-70%
-$23.7K
﹤0.01%
314
2016
Q2
$33K
Sell
1,150
-450
-28%
-$13.1K
0.01%
229
2016
Q1
$46K
Hold
1,600
–
–
0.02%
203
2015
Q4
$46K
Sell
1,600
-868
-35%
-$25.6K
0.02%
213
2015
Q3
$69K
Sell
2,468
-200
-7%
-$6.11K
0.03%
175
2015
Q2
$86K
Sell
2,668
-125
-4%
-$4.3K
0.03%
167
2015
Q1
$94K
Sell
2,793
-300
-10%
-$10.3K
0.04%
163
2014
Q4
$104K
Sell
3,093
-2,395
-44%
-$83.9K
0.04%
151
2014
Q3
$196K
Sell
5,488
-1,050
-16%
-$40.4K
0.08%
100
2014
Q2
$261K
Buy
6,538
+1,300
+25%
+$51.8K
0.11%
90
2014
Q1
$202K
Sell
5,238
-207
-4%
-$7.81K
0.09%
94
2013
Q4
$207K
Sell
5,445
-550
-9%
-$20.5K
0.11%
89
2013
Q3
$217K
Sell
5,995
-420
-7%
-$14.5K
0.13%
87
2013
Q2
$204K
Buy
+6,415
New
+$221K
0.13%
79
Other funds holding IDV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
MGIA
Moneta Group Investment Advisors
St Louis, Missouri
$13.3B AUM
18.65%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close