Tortoise Investment Management, LLC Q1 2017 Filing

Filed May 9, 2017

Portfolio Value

$305.6M

Holdings

486

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (486 positions)

StockValue
IVVISHARES TR
$52.1M
NUVEEN BUILD AMER BD OPPTNY
$22.6M
IEMGISHARES INC
$12.9M
VCSHVANGUARD SCOTTSDALE FDS
$12.9M
SPYSPDR S&P 500 ETF TR
$11.8M
IWBISHARES TR
$10.2M
ABERDEEN ASIA PACIFIC INCOM
$9.7M
ITOTISHARES TR
$7.9M
NANNUVEEN NEW YORK QLT MUN INC
$7.9M
POWERSHARES ETF TR II
$6.3M
IXUSISHARES TR
$6.1M
SHYDVANECK VECTORS ETF TR
$5.7M
IVEISHARES TR
$5.7M
AQLTISHARES TR
$5.7M
IJRISHARES TR
$4.7M
DONSPDR DOW JONES INDL AVRG ETF
$4.6M
VWOVANGUARD INTL EQUITY INDEX F
$4.5M
IJSISHARES TR
$4.5M
SCZISHARES TR
$4.2M
SPSBSPDR SERIES TRUST
$3.7M
NBBNUVEEN BUILD AMER BD FD
$3.6M
NUVEEN SELECT TAX FREE INCM
$3.2M
EFAISHARES TR
$3.1M
VSSVANGUARD INTL EQUITY INDEX F
$2.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.8M
NUVEEN MARYLAND QLT MUN INC
$2.7M
EEMVISHARES
$2.6M
VTVVANGUARD INDEX FDS
$2.4M
NUVEEN SELECT TAX FREE INCM
$2.4M
VANECK VECTORS ETF TR
$2.1M
VTIVANGUARD INDEX FDS
$2.1M
HYGISHARES TR
$2.0M
IEIISHARES TR
$2.0M
SRLNSSGA ACTIVE ETF TR
$2.0M
VEAVANGUARD TAX MANAGED INTL FD
$2.0M
LQDISHARES TR
$2.0M
NXPNUVEEN SELECT TAX FREE INCM
$1.9M
NZFNUVEEN MUNICIPAL CREDIT INC
$1.9M
AAPLAPPLE INC
$1.6M
POWERSHARES ETF TR II
$1.5M
VEUVANGUARD INTL EQUITY INDEX F
$1.4M
POWERSHARES ETF TR II
$1.4M
DLSWISDOMTREE TR
$1.3M
EEMISHARES TR
$1.3M
IWMISHARES TR
$1.3M
SCHXSCHWAB STRATEGIC TR
$1.2M
IEFISHARES TR
$1.1M
TFISPDR SER TR
$1.1M
IWDISHARES TR
$1.1M
SJNKSPDR SER TR
$1.1M
XNXNXNUVEEN NY SELECT TAX FREE PR
$1.1M
WOODISHARES TR
$981K
KMIKINDER MORGAN INC DEL
$978K
NVGNUVEEN AMT FREE MUN CR INC F
$971K
JLSNUVEEN MTG OPPORTUNITY TERM
$906K
UNHUNITEDHEALTH GROUP INC
$902K
XJQCXNUVEEN CR STRATEGIES INCM FD
$824K
VTVANGUARD INTL EQUITY INDEX F
$804K
DGSWISDOMTREE TR
$782K
MUBISHARES TR
$781K
VXUSVANGUARD STAR FD
$701K
DALDELTA AIR LINES INC DEL
$695K
NUAGNUSHARES ETF TR
$683K
VVVANGUARD INDEX FDS
$650K
LBEURL BRANDS INC
$650K
POWERSHARES ETF TRUST II
$643K
MUNIPIMCO ETF TR
$628K
IGSBISHARES TR
$587K
CLCOLGATE PALMOLIVE CO
$574K
IBMINTERNATIONAL BUSINESS MACHS
$570K
EWXSPDR INDEX SHS FDS
$532K
MSFTMICROSOFT CORP
$531K
JNJJOHNSON & JOHNSON
$524K
OEFISHARES TR
$521K
NRKNUVEEN NEW YORK AMT QLT MUNI
$515K
IJHISHARES TR
$506K
BRK-BBERKSHIRE HATHAWAY INC DEL
$500K
ETENERGY TRANSFER PRTNRS L P
$459K
PEPPEPSICO INC
$442K
IWCISHARES TR
$439K
NXJNUVEEN NEW JERSEY QULT MUN F
$435K
SCHESCHWAB STRATEGIC TR
$427K
SCHFSCHWAB STRATEGIC TR
$425K
VOOVANGUARD INDEX FDS
$393K
VTEBVANGUARD MUN BD FD INC
$377K
WYWEYERHAEUSER CO
$363K
PGPROCTER AND GAMBLE CO
$360K
VFLDELAWARE INVT NAT MUNI INC F
$355K
HDHOME DEPOT INC
$352K
VIGVANGUARD SPECIALIZED PORTFOL
$347K
SBIWESTERN ASSET INTM MUNI FD I
$343K
NUVEEN ENERGY MLP TOTL RTRNF
$340K
IWFISHARES TR
$310K
NYFISHARES TR
$295K
TAT&T INC
$291K
GSGOLDMAN SACHS GROUP INC
$274K
GEGENERAL ELECTRIC CO
$273K
XOMEXXON MOBIL CORP
$273K
UNPUNION PAC CORP
$269K
SCHCSCHWAB STRATEGIC TR
$268K
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