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Tortoise Investment Management’s Icahn Enterprises IEP Stock Holding History

Tortoise Investment Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-64
Closed -$3K – 498
2017
Q1 		$3K Buy
+64
New +$3.61K ﹤0.01% 420

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tortoise Investment Management's IEP Position: Q2 2017 in Review

Tortoise Investment Management sold out of Icahn Enterprises (IEP) in Q2 2017, closing a stake of 64 shares — an estimated $3K sold.

Tortoise Investment Management first reported a position in IEP in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 88 funds tracked by Wall St. Rank hold IEP as of Q2 2017.

  • Tortoise Investment Management reported no remaining Icahn Enterprises position as of Q2 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 64 Icahn Enterprises shares in Q2 2017, an estimated $3K.
  • Tortoise Investment Management first reported a position in Icahn Enterprises in Q1 2017 and held it in 1 quarter.
  • Tortoise Investment Management's Icahn Enterprises position peaked at $3K in Q1 2017.
  • 88 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2017.

Based on Tortoise Investment Management's 13F filing for Q2 2017, filed 2 Aug 2017.