TIM
TSI

Tortoise Investment Management’s TCW Strategic Income Fund TSI Stock Holding History

Tortoise Investment Management’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16,325
Closed -$80.3K – 1346
2025
Q3 		$80.3K Hold
16,325
– – 0.01% 338
2025
Q2 		$79.7K Sell
16,325
-7,430
-31% -$36.3K 0.01% 319
2025
Q1 		$115K Sell
23,755
-11,575
-33% -$56.2K 0.01% 266
2024
Q4 		$170K Sell
35,330
-13,125
-27% -$65.9K 0.02% 242
2024
Q3 		$249K Sell
48,455
-54,840
-53% -$273K 0.03% 201
2024
Q2 		$490K Buy
+103,295
New +$480K 0.06% 145

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Tortoise Investment Management's TSI Position: Q4 2025 in Review

Tortoise Investment Management sold out of TCW Strategic Income Fund (TSI) in Q4 2025, closing a stake of 16,325 shares — an estimated $80.3K sold.

Tortoise Investment Management first reported a position in TSI in Q2 2024 and held it in 6 quarters. The position peaked at $490K in Q2 2024. 64 funds tracked by Wall St. Rank hold TSI as of Q4 2025.

  • Tortoise Investment Management reported no remaining TCW Strategic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 16,325 TCW Strategic Income Fund shares in Q4 2025, an estimated $80.3K.
  • Tortoise Investment Management first reported a position in TCW Strategic Income Fund in Q2 2024 and held it in 6 quarters.
  • Tortoise Investment Management's TCW Strategic Income Fund position peaked at $490K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.