Tortoise Investment Management’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,845	Closed	-$451K	–	594
2020 Q4	$451K	Buy	+5,845	New	+$357K	0.1%	102

Other funds holding QEMM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Tortoise Investment Management sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q1 2021, closing a stake of 5,845 shares — an estimated $451K sold.

Tortoise Investment Management first reported a position in QEMM in Q4 2020 and held it in 1 quarter. The position peaked at $451K in Q4 2020. 31 funds tracked by Wall St. Rank hold QEMM as of Q1 2021.

Tortoise Investment Management reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q1 2021 after selling out during the quarter.
Tortoise Investment Management sold 5,845 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q1 2021, an estimated $451K.
Tortoise Investment Management first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2020 and held it in 1 quarter.
Tortoise Investment Management's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $451K in Q4 2020.
31 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2021.

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