TIM
TDTF icon

Tortoise Investment Management’s FlexShares iBoxx 5-Year Target Duration TIPS Index Fund TDTF Stock Holding History

Tortoise Investment Management’s Portfolio TDTF Stock Details TDTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-31
Closed -$1K – 513
2016
Q4 		$1K Hold
31
– – ﹤0.01% 475
2016
Q3 		$1K Hold
31
– – ﹤0.01% 427
2016
Q2 		$1K Hold
31
– – ﹤0.01% 479
2016
Q1 		$1K Buy
+31
New +$767 ﹤0.01% 381

Other funds holding TDTF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFS
Kissinger Financial Services Hunt Valley, Maryland $100M AUM 6.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM

Tortoise Investment Management's TDTF Position: Q1 2017 in Review

Tortoise Investment Management sold out of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) in Q1 2017, closing a stake of 31 shares — an estimated $1K sold.

Tortoise Investment Management first reported a position in TDTF in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2016. 36 funds tracked by Wall St. Rank hold TDTF as of Q1 2017.

  • Tortoise Investment Management reported no remaining FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position as of Q1 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 31 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund shares in Q1 2017, an estimated $1K.
  • Tortoise Investment Management first reported a position in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund in Q1 2016 and held it in 4 quarters.
  • Tortoise Investment Management's FlexShares iBoxx 5-Year Target Duration TIPS Index Fund position peaked at $1K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held FlexShares iBoxx 5-Year Target Duration TIPS Index Fund as of Q1 2017.

Based on Tortoise Investment Management's 13F filing for Q1 2017, filed 9 May 2017.