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Tortoise Investment Management’s State Street SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History

Tortoise Investment Management’s Portfolio QEFA Stock Details QEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-435
Closed -$34K – 593
2020
Q4 		$34K Buy
435
+55
+14% +$3.63K 0.01% 276
2020
Q3 		$26K Buy
+380
New +$23.6K 0.01% 284

Other funds holding QEFA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Tortoise Investment Management's QEFA Position: Q1 2021 in Review

Tortoise Investment Management sold out of State Street SPDR MSCI EAFE StrategicFactors ETF (QEFA) in Q1 2021, closing a stake of 435 shares — an estimated $34K sold.

Tortoise Investment Management first reported a position in QEFA in Q3 2020 and held it in 2 quarters. The position peaked at $34K in Q4 2020. 75 funds tracked by Wall St. Rank hold QEFA as of Q1 2021.

  • Tortoise Investment Management reported no remaining State Street SPDR MSCI EAFE StrategicFactors ETF position as of Q1 2021 after selling out during the quarter.
  • Tortoise Investment Management sold 435 State Street SPDR MSCI EAFE StrategicFactors ETF shares in Q1 2021, an estimated $34K.
  • Tortoise Investment Management first reported a position in State Street SPDR MSCI EAFE StrategicFactors ETF in Q3 2020 and held it in 2 quarters.
  • Tortoise Investment Management's State Street SPDR MSCI EAFE StrategicFactors ETF position peaked at $34K in Q4 2020.
  • 75 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE StrategicFactors ETF as of Q1 2021.

Based on Tortoise Investment Management's 13F filing for Q1 2021, filed 5 May 2021.