Tortoise Investment Management, LLC Buys Nuveen Credit Strategies Income Fund, INVESCO EXCH TRDII, Invesco Trust For Investment Grade New York Munici, Sells SSGA ACTIVE ETF TR, Nuveen Select Tax Free Income Port 2, Nuveen Municipal Value Fund Inc

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White Plains, NY, based Investment company Tortoise Investment Management, LLC (Current Portfolio) buys Nuveen Credit Strategies Income Fund, INVESCO EXCH TRDII, Invesco Trust For Investment Grade New York Munici, Western Asset High Income Oppor Fd Inc, Cardiff Oncology Inc, sells SSGA ACTIVE ETF TR, Nuveen Select Tax Free Income Port 2, Nuveen Municipal Value Fund Inc, Blackrock Muniyield NY Quality FD, Inc, Nuveen Maryland Quality Municipal Income Fund during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Tortoise Investment Management, LLC. As of 2020Q3, Tortoise Investment Management, LLC owns 507 stocks with a total value of $376 million. These are the details of the buys and sells.

For the details of Tortoise Investment Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tortoise+investment+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Tortoise Investment Management, LLC
  1. ISHARES TRUST (IVV) - 178,713 shares, 15.97% of the total portfolio. Shares reduced by 7.33%
  2. iShares MBS ETF (MBB) - 251,381 shares, 7.38% of the total portfolio. Shares added by 7.45%
  3. INVESCO EXCH TRDII (BAB) - 552,350 shares, 4.90% of the total portfolio. Shares added by 57.11%
  4. ISHARES INC (IEMG) - 305,543 shares, 4.29% of the total portfolio. Shares reduced by 2.53%
  5. SSGA SPDR S&P 500 (SPY) - 46,042 shares, 4.10% of the total portfolio. Shares reduced by 6.66%
New Purchase: Nuveen Credit Strategies Income Fund (JQC)

Tortoise Investment Management, LLC initiated holding in Nuveen Credit Strategies Income Fund. The purchase prices were between $5.76 and $6.2, with an estimated average price of $5.99. The stock is now traded at around $5.98. The impact to a portfolio due to this purchase was 1.81%. The holding were 1,154,175 shares as of .

New Purchase: Invesco Trust For Investment Grade New York Munici (VTN)

Tortoise Investment Management, LLC initiated holding in Invesco Trust For Investment Grade New York Munici. The purchase prices were between $12.18 and $12.82, with an estimated average price of $12.5. The stock is now traded at around $12.18. The impact to a portfolio due to this purchase was 0.75%. The holding were 228,479 shares as of .

New Purchase: Cardiff Oncology Inc (CRDF)

Tortoise Investment Management, LLC initiated holding in Cardiff Oncology Inc. The purchase prices were between $4.25 and $14.19, with an estimated average price of $6.56. The stock is now traded at around $16.39. The impact to a portfolio due to this purchase was 0.09%. The holding were 25,000 shares as of .

New Purchase: Twitter Inc (TWTR)

Tortoise Investment Management, LLC initiated holding in Twitter Inc. The purchase prices were between $30.81 and $45.33, with an estimated average price of $38.28. The stock is now traded at around $42.76. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,600 shares as of .

New Purchase: Blackrock CA Muni Income Tr (BFZ)

Tortoise Investment Management, LLC initiated holding in Blackrock CA Muni Income Tr. The purchase prices were between $13.11 and $14.08, with an estimated average price of $13.51. The stock is now traded at around $13.20. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,100 shares as of .

New Purchase: SPDR SERIES TRUST (SPLG)

Tortoise Investment Management, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $36.49 and $42.03, with an estimated average price of $38.92. The stock is now traded at around $40.38. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,925 shares as of .

Added: INVESCO EXCH TRDII (BAB)

Tortoise Investment Management, LLC added to a holding in INVESCO EXCH TRDII by 57.11%. The purchase prices were between $32.65 and $33.71, with an estimated average price of $33.28. The stock is now traded at around $33.02. The impact to a portfolio due to this purchase was 1.78%. The holding were 552,350 shares as of .

Added: Western Asset High Income Oppor Fd Inc (HIO)

Tortoise Investment Management, LLC added to a holding in Western Asset High Income Oppor Fd Inc by 6773.77%. The purchase prices were between $4.63 and $5.09, with an estimated average price of $4.91. The stock is now traded at around $4.96. The impact to a portfolio due to this purchase was 0.31%. The holding were 240,582 shares as of .

Added: Nuveen NY Municipal Value Fund 2 (NYV)

Tortoise Investment Management, LLC added to a holding in Nuveen NY Municipal Value Fund 2 by 57.77%. The purchase prices were between $13.6 and $15.35, with an estimated average price of $14.51. The stock is now traded at around $14.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 36,808 shares as of .

Added: Nuveen New Jersey Quality Municipal Income Fund (NXJ)

Tortoise Investment Management, LLC added to a holding in Nuveen New Jersey Quality Municipal Income Fund by 22.18%. The purchase prices were between $13.28 and $14.19, with an estimated average price of $13.69. The stock is now traded at around $13.67. The impact to a portfolio due to this purchase was 0.03%. The holding were 42,967 shares as of .

Added: Zoom Video Communications Inc (ZM)

Tortoise Investment Management, LLC added to a holding in Zoom Video Communications Inc by 1875.00%. The purchase prices were between $231.04 and $500.53, with an estimated average price of $319.67. The stock is now traded at around $483.70. The impact to a portfolio due to this purchase was 0.02%. The holding were 158 shares as of .

Added: SELECT SECTOR SPDR (XLU)

Tortoise Investment Management, LLC added to a holding in SELECT SECTOR SPDR by 61.51%. The purchase prices were between $56.7 and $61.49, with an estimated average price of $59.33. The stock is now traded at around $63.70. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,284 shares as of .

Sold Out: Blackrock Muniyield NY Quality FD, Inc (MYN)

Tortoise Investment Management, LLC sold out a holding in Blackrock Muniyield NY Quality FD, Inc. The sale prices were between $12.59 and $13.48, with an estimated average price of $13.03.

Sold Out: Cardiff Oncology Inc (XE7C)

Tortoise Investment Management, LLC sold out a holding in Cardiff Oncology Inc. The sale prices were between $3.66 and $10.6, with an estimated average price of $5.42.

Sold Out: Nuveen New York Municipal Value Fund Inc (NNY)

Tortoise Investment Management, LLC sold out a holding in Nuveen New York Municipal Value Fund Inc. The sale prices were between $9.69 and $10.63, with an estimated average price of $10.06.

Sold Out: SPDR Russell 1000 ETF (ELR)

Tortoise Investment Management, LLC sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.

Sold Out: Blackrock Florida Muni 2020 Term Tr (BFO)

Tortoise Investment Management, LLC sold out a holding in Blackrock Florida Muni 2020 Term Tr. The sale prices were between $14.69 and $14.78, with an estimated average price of $14.74.

Sold Out: Raytheon Technologies Corp (RTX)

Tortoise Investment Management, LLC sold out a holding in Raytheon Technologies Corp. The sale prices were between $56.68 and $64.29, with an estimated average price of $60.9.



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