Aevitas Wealth Management’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-107
Closed -$9K 437
2018
Q1
$9K Hold
107
0.01% 327
2017
Q4
$10K Buy
+107
New +$9.46K 0.01% 314

Other funds holding AWK

Aevitas Wealth Management's AWK Position: Q2 2018 in Review

Aevitas Wealth Management sold out of American Water Works (AWK) in Q2 2018, closing a stake of 107 shares — an estimated $9K sold.

Aevitas Wealth Management first reported a position in AWK in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q4 2017. 713 funds tracked by Wall St. Rank hold AWK as of Q2 2018.

  • Aevitas Wealth Management reported no remaining American Water Works position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 107 American Water Works shares in Q2 2018, an estimated $9K.
  • Aevitas Wealth Management first reported a position in American Water Works in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's American Water Works position peaked at $10K in Q4 2017.
  • 713 funds tracked by Wall St. Rank held American Water Works as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.