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Tortoise Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tortoise Investment Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-18
Closed -$1K – 408
2014
Q2 		$1K Buy
+18
New +$774 ﹤0.01% 399

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Tortoise Investment Management's IWP Position: Q3 2014 in Review

Tortoise Investment Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2014, closing a stake of 18 shares — an estimated $1K sold.

Tortoise Investment Management first reported a position in IWP in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 277 funds tracked by Wall St. Rank hold IWP as of Q3 2014.

  • Tortoise Investment Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Tortoise Investment Management sold 18 iShares Russell Mid-Cap Growth ETF shares in Q3 2014, an estimated $1K.
  • Tortoise Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2014 and held it in 1 quarter.
  • Tortoise Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $1K in Q2 2014.
  • 277 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2014.

Based on Tortoise Investment Management's 13F filing for Q3 2014, filed 21 Oct 2014.