Tortoise Investment Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Tortoise Investment Management’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-28	Closed	-$1K	–	556
2018 Q3	$1K	Hold	28	–	–	﹤0.01%	531
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	544
2018 Q1	$1K	Hold	28	–	–	﹤0.01%	523
2017 Q4	$1K	Hold	28	–	–	﹤0.01%	543
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	473
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	473
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	455
2016 Q4	$1K	Hold	28	–	–	﹤0.01%	471
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	424
2016 Q2	$1K	Hold	28	–	–	﹤0.01%	471
2016 Q1	$1K	Hold	28	–	–	﹤0.01%	375
2015 Q4	$1K	Hold	28	–	–	﹤0.01%	400
2015 Q3	$1K	Hold	28	–	–	﹤0.01%	389
2015 Q2	$1K	Hold	28	–	–	﹤0.01%	415
2015 Q1	$1K	Hold	28	–	–	﹤0.01%	398
2014 Q4	$1K	Buy	+28	New	+$828	﹤0.01%	447

Other funds holding IYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Tortoise Investment Management's IYZ Position: Q4 2018 in Review

Tortoise Investment Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2018, closing a stake of 28 shares — an estimated $1K sold.

Tortoise Investment Management first reported a position in IYZ in Q4 2014 and held it in 16 quarters. The position peaked at $1K in Q3 2018. 119 funds tracked by Wall St. Rank hold IYZ as of Q4 2018.

Tortoise Investment Management reported no remaining iShares US Telecommunications ETF position as of Q4 2018 after selling out during the quarter.
Tortoise Investment Management sold 28 iShares US Telecommunications ETF shares in Q4 2018, an estimated $1K.
Tortoise Investment Management first reported a position in iShares US Telecommunications ETF in Q4 2014 and held it in 16 quarters.
Tortoise Investment Management's iShares US Telecommunications ETF position peaked at $1K in Q3 2018.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2018.

Based on Tortoise Investment Management's 13F filing for Q4 2018, filed 8 Feb 2019.