Tortoise Investment Management’s VanEck Short Muni ETF SMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,614	Closed	-$97K	–	575
2018 Q1	$97K	Hold	5,614	–	–	0.03%	183
2017 Q4	$97K	Sell	5,614 -7,386	-57%	-$129K	0.03%	188
2017 Q3	$228K	Hold	13,000	–	–	0.07%	127
2017 Q2	$227K	Buy	+13,000	New	+$228K	0.07%	116

Other funds holding SMB

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

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tortoise Investment Management's SMB Position: Q2 2018 in Review

Tortoise Investment Management sold out of VanEck Short Muni ETF (SMB) in Q2 2018, closing a stake of 5,614 shares — an estimated $97K sold.

Tortoise Investment Management first reported a position in SMB in Q2 2017 and held it in 4 quarters. The position peaked at $228K in Q3 2017. 66 funds tracked by Wall St. Rank hold SMB as of Q2 2018.

Tortoise Investment Management reported no remaining VanEck Short Muni ETF position as of Q2 2018 after selling out during the quarter.
Tortoise Investment Management sold 5,614 VanEck Short Muni ETF shares in Q2 2018, an estimated $97K.
Tortoise Investment Management first reported a position in VanEck Short Muni ETF in Q2 2017 and held it in 4 quarters.
Tortoise Investment Management's VanEck Short Muni ETF position peaked at $228K in Q3 2017.
66 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2018.

Based on Tortoise Investment Management's 13F filing for Q2 2018, filed 9 Aug 2018.