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Tortoise Investment Management’s iShares International Developed Real Estate ETF IFGL Stock Holding History

Tortoise Investment Management’s Portfolio IFGL Stock Details IFGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-270
Closed -$8K – 578
2019
Q4 		$8K Hold
270
– – ﹤0.01% 441
2019
Q3 		$8K Hold
270
– – ﹤0.01% 436
2019
Q2 		$8K Hold
270
– – ﹤0.01% 460
2019
Q1 		$8K Hold
270
– – ﹤0.01% 436
2018
Q4 		$7K Hold
270
– – ﹤0.01% 423
2018
Q3 		$8K Sell
270
-80
-23% -$2.33K ﹤0.01% 417
2018
Q2 		$10K Buy
350
+170
+94% +$5.09K ﹤0.01% 406
2018
Q1 		$5K Hold
180
– – ﹤0.01% 450
2017
Q4 		$5K Hold
180
– – ﹤0.01% 453
2017
Q3 		$5K Hold
180
– – ﹤0.01% 412
2017
Q2 		$5K Sell
180
-100
-36% -$2.86K ﹤0.01% 406
2017
Q1 		$8K Hold
280
– – ﹤0.01% 354
2016
Q4 		$7K Sell
280
-565
-67% -$15.7K ﹤0.01% 371
2016
Q3 		$25K Sell
845
-450
-35% -$13.6K 0.01% 238
2016
Q2 		$38K Sell
1,295
-580
-31% -$17.1K 0.01% 218
2016
Q1 		$55K Sell
1,875
-1,314
-41% -$35.8K 0.02% 185
2015
Q4 		$89K Sell
3,189
-4,500
-59% -$128K 0.03% 160
2015
Q3 		$215K Hold
7,689
– – 0.08% 101
2015
Q2 		$229K Buy
7,689
+1,769
+30% +$55.8K 0.09% 101
2015
Q1 		$184K Buy
5,920
+565
+11% +$17.7K 0.07% 109
2014
Q4 		$161K Sell
5,355
-100
-2% -$3.02K 0.06% 120
2014
Q3 		$164K Sell
5,455
-125
-2% -$3.98K 0.07% 109
2014
Q2 		$179K Sell
5,580
-200
-3% -$6.28K 0.07% 106
2014
Q1 		$174K Sell
5,780
-105
-2% -$3.14K 0.08% 100
2013
Q4 		$182K Buy
5,885
+135
+2% +$4.45K 0.1% 91
2013
Q3 		$193K Buy
5,750
+180
+3% +$5.84K 0.12% 89
2013
Q2 		$175K Buy
+5,570
New +$192K 0.12% 81

Other funds holding IFGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DWA
Divergent Wealth Advisors South Jordan, Utah $547M AUM 21.37% 1-Year Est. Return
EHPM
Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
CAM
Chandler Asset Management San Diego, California $659M AUM 11.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tortoise Investment Management's IFGL Position: Q1 2020 in Review

Tortoise Investment Management sold out of iShares International Developed Real Estate ETF (IFGL) in Q1 2020, closing a stake of 270 shares — an estimated $8K sold.

Tortoise Investment Management first reported a position in IFGL in Q2 2013 and held it in 27 quarters. The position peaked at $229K in Q2 2015. 81 funds tracked by Wall St. Rank hold IFGL as of Q1 2020.

  • Tortoise Investment Management reported no remaining iShares International Developed Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Tortoise Investment Management sold 270 iShares International Developed Real Estate ETF shares in Q1 2020, an estimated $8K.
  • Tortoise Investment Management first reported a position in iShares International Developed Real Estate ETF in Q2 2013 and held it in 27 quarters.
  • Tortoise Investment Management's iShares International Developed Real Estate ETF position peaked at $229K in Q2 2015.
  • 81 funds tracked by Wall St. Rank held iShares International Developed Real Estate ETF as of Q1 2020.

Based on Tortoise Investment Management's 13F filing for Q1 2020, filed 5 May 2020.