Tortoise Investment Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,800	Closed	-$62K	–	445
2015 Q1	$62K	Hold	1,800	–	–	0.02%	192
2014 Q4	$62K	Hold	1,800	–	–	0.02%	192
2014 Q3	$61K	Hold	1,800	–	–	0.03%	195
2014 Q2	$62K	Hold	1,800	–	–	0.03%	194
2014 Q1	$61K	Sell	1,800 -1,000	-36%	-$33.9K	0.03%	175
2013 Q4	$94K	Sell	2,800 -500	-15%	-$16.9K	0.05%	139
2013 Q3	$111K	Sell	3,300 -22,846	-87%	-$766K	0.07%	109
2013 Q2	$878K	Buy	+26,146	New	+$902K	0.58%	38

Other funds holding SPIB

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Tortoise Investment Management's SPIB Position: Q2 2015 in Review

Tortoise Investment Management sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2015, closing a stake of 1,800 shares — an estimated $62K sold.

Tortoise Investment Management first reported a position in SPIB in Q2 2013 and held it in 8 quarters. The position peaked at $878K in Q2 2013. 68 funds tracked by Wall St. Rank hold SPIB as of Q2 2015.

Tortoise Investment Management reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2015 after selling out during the quarter.
Tortoise Investment Management sold 1,800 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2015, an estimated $62K.
Tortoise Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2013 and held it in 8 quarters.
Tortoise Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $878K in Q2 2013.
68 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2015.

Based on Tortoise Investment Management's 13F filing for Q2 2015, filed 23 Jul 2015.