Aevitas Wealth Management’s Waters Corp WAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-300	Closed	-$75K	–	351
2019 Q1	$75K	Hold	300	–	–	0.07%	154
2018 Q4	$57K	Hold	300	–	–	0.06%	171
2018 Q3	$58K	Hold	300	–	–	0.05%	186
2018 Q2	$58K	Hold	300	–	–	0.06%	180
2018 Q1	$60K	Hold	300	–	–	0.06%	173
2017 Q4	$58K	Buy	+300	New	+$57.9K	0.06%	178

Other funds holding WAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Aevitas Wealth Management sold out of Waters Corp (WAT) in Q2 2019, closing a stake of 300 shares — an estimated $75K sold.

Aevitas Wealth Management first reported a position in WAT in Q4 2017 and held it in 6 quarters. The position peaked at $75K in Q1 2019. 579 funds tracked by Wall St. Rank hold WAT as of Q2 2019.

Aevitas Wealth Management reported no remaining Waters Corp position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 300 Waters Corp shares in Q2 2019, an estimated $75K.
Aevitas Wealth Management first reported a position in Waters Corp in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Waters Corp position peaked at $75K in Q1 2019.
579 funds tracked by Wall St. Rank held Waters Corp as of Q2 2019.

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