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Tortoise Investment Management’s iShares US Technology ETF IYW Stock Holding History

Tortoise Investment Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-300
Closed -$6K – 383
2013
Q2 		$6K Buy
+300
New +$5.57K ﹤0.01% 279

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's IYW Position: Q3 2013 in Review

Tortoise Investment Management sold out of iShares US Technology ETF (IYW) in Q3 2013, closing a stake of 300 shares — an estimated $6K sold.

Tortoise Investment Management first reported a position in IYW in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 149 funds tracked by Wall St. Rank hold IYW as of Q3 2013.

  • Tortoise Investment Management reported no remaining iShares US Technology ETF position as of Q3 2013 after selling out during the quarter.
  • Tortoise Investment Management sold 300 iShares US Technology ETF shares in Q3 2013, an estimated $6K.
  • Tortoise Investment Management first reported a position in iShares US Technology ETF in Q2 2013 and held it in 1 quarter.
  • Tortoise Investment Management's iShares US Technology ETF position peaked at $6K in Q2 2013.
  • 149 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2013.

Based on Tortoise Investment Management's 13F filing for Q3 2013, filed 10 Mar 2014.