Aevitas Wealth Management’s Connecticut Water Service Inc CTWS Stock Holding History

Aevitas Wealth Management’s Portfolio CTWS Stock Details CTWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-303	Closed	-$20K	–	391
2019 Q1	$20K	Sell	303 -31	-9%	-$2.09K	0.02%	257
2018 Q4	$22K	Buy	334 +2	+0.6%	+$138	0.02%	245
2018 Q3	$23K	Buy	332 +1	+0.3%	+$67	0.02%	279
2018 Q2	$22K	Buy	331 +2	+0.6%	+$130	0.02%	270
2018 Q1	$20K	Buy	329 +2	+0.6%	+$108	0.02%	259
2017 Q4	$19K	Buy	+327	New	+$20K	0.02%	264

Other funds holding CTWS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Aevitas Wealth Management's CTWS Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Connecticut Water Service Inc (CTWS) in Q2 2019, closing a stake of 303 shares — an estimated $20K sold.

Aevitas Wealth Management first reported a position in CTWS in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q3 2018. 128 funds tracked by Wall St. Rank hold CTWS as of Q2 2019.

Aevitas Wealth Management reported no remaining Connecticut Water Service Inc position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 303 Connecticut Water Service Inc shares in Q2 2019, an estimated $20K.
Aevitas Wealth Management first reported a position in Connecticut Water Service Inc in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Connecticut Water Service Inc position peaked at $23K in Q3 2018.
128 funds tracked by Wall St. Rank held Connecticut Water Service Inc as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.