AWM
HTO

Aevitas Wealth Management’s H2O America HTO Stock Holding History

Aevitas Wealth Management’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-400
Closed -$24K – 450
2018
Q3 		$24K Buy
+400
New +$24.8K 0.02% 276

Other funds holding HTO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Aevitas Wealth Management's HTO Position: Q4 2018 in Review

Aevitas Wealth Management sold out of H2O America (HTO) in Q4 2018, closing a stake of 400 shares — an estimated $24K sold.

Aevitas Wealth Management first reported a position in HTO in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 176 funds tracked by Wall St. Rank hold HTO as of Q4 2018.

  • Aevitas Wealth Management reported no remaining H2O America position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 400 H2O America shares in Q4 2018, an estimated $24K.
  • Aevitas Wealth Management first reported a position in H2O America in Q3 2018 and held it in 1 quarter.
  • Aevitas Wealth Management's H2O America position peaked at $24K in Q3 2018.
  • 176 funds tracked by Wall St. Rank held H2O America as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.