TIM
INY

Tortoise Investment Management’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Tortoise Investment Management’s Portfolio INY Stock Details INY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,925
Closed -$146K – 543
2016
Q2 		$146K Buy
5,925
+60
+1% +$1.45K 0.05% 117
2016
Q1 		$140K Sell
5,865
-1,400
-19% -$33.5K 0.05% 118
2015
Q4 		$173K Buy
7,265
+65
+0.9% +$1.52K 0.06% 117
2015
Q3 		$167K Hold
7,200
– – 0.06% 112
2015
Q2 		$166K Buy
7,200
+100
+1% +$2.31K 0.06% 118
2015
Q1 		$167K Sell
7,100
-3,500
-33% -$82.7K 0.06% 115
2014
Q4 		$251K Buy
10,600
+1,700
+19% +$39.7K 0.1% 90
2014
Q3 		$207K Buy
8,900
+1,400
+19% +$32.3K 0.09% 98
2014
Q2 		$171K Hold
7,500
– – 0.07% 109
2014
Q1 		$169K Buy
7,500
+4,000
+114% +$89.2K 0.08% 101
2013
Q4 		$76K Sell
3,500
-3,000
-46% -$67.3K 0.04% 155
2013
Q3 		$147K Hold
6,500
– – 0.09% 97
2013
Q2 		$148K Buy
+6,500
New +$153K 0.1% 83

Tortoise Investment Management's INY Position: Q3 2016 in Review

Tortoise Investment Management sold out of SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) in Q3 2016, closing a stake of 5,925 shares — an estimated $146K sold.

Tortoise Investment Management first reported a position in INY in Q2 2013 and held it in 13 quarters. The position peaked at $251K in Q4 2014. 0 funds tracked by Wall St. Rank hold INY as of Q3 2016.

  • Tortoise Investment Management reported no remaining SPDR NUVEEN BARCLAYS N Y MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 5,925 SPDR NUVEEN BARCLAYS N Y MUN BD ETF shares in Q3 2016, an estimated $146K.
  • Tortoise Investment Management first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q2 2013 and held it in 13 quarters.
  • Tortoise Investment Management's SPDR NUVEEN BARCLAYS N Y MUN BD ETF position peaked at $251K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q3 2016.

Based on Tortoise Investment Management's 13F filing for Q3 2016, filed 9 Nov 2016.