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Tortoise Investment Management’s Coca-Cola Femsa KOF Stock Holding History

Tortoise Investment Management’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-34
Closed -$5K – 384
2013
Q2 		$5K Buy
+34
New +$5.31K ﹤0.01% 292

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
Tirschwell & Loewy New York $731M AUM 15.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Tortoise Investment Management sold out of Coca-Cola Femsa (KOF) in Q3 2013, closing a stake of 34 shares — an estimated $5K sold.

Tortoise Investment Management first reported a position in KOF in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 125 funds tracked by Wall St. Rank hold KOF as of Q3 2013.

  • Tortoise Investment Management reported no remaining Coca-Cola Femsa position as of Q3 2013 after selling out during the quarter.
  • Tortoise Investment Management sold 34 Coca-Cola Femsa shares in Q3 2013, an estimated $5K.
  • Tortoise Investment Management first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 1 quarter.
  • Tortoise Investment Management's Coca-Cola Femsa position peaked at $5K in Q2 2013.
  • 125 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2013.

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