Tortoise Investment Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-300	Closed	-$13K	–	571
2017 Q4	$13K	Hold	300	–	–	﹤0.01%	364
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	340
2017 Q2	$13K	Hold	300	–	–	﹤0.01%	330
2017 Q1	$13K	Hold	300	–	–	﹤0.01%	309
2016 Q4	$12K	Hold	300	–	–	﹤0.01%	318
2016 Q3	$13K	Hold	300	–	–	﹤0.01%	283
2016 Q2	$13K	Hold	300	–	–	﹤0.01%	285
2016 Q1	$12K	Hold	300	–	–	﹤0.01%	273
2015 Q4	$15K	Hold	300	–	–	0.01%	283
2015 Q3	$14K	Hold	300	–	–	0.01%	275
2015 Q2	$19K	Buy	+300	New	+$18.7K	0.01%	275

Other funds holding XPH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.36B AUM 18.37% 1-Year Est. Return

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return