Almanack Investment Partners’s H2O America HTO Stock Holding History

Almanack Investment Partners’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 Q1	–	Sell	-1,739	Closed	-$111K	–	204
2017 Q4	$111K	Buy	+1,739	New	+$110K	0.04%	174

Other funds holding HTO

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Almanack Investment Partners's HTO Position: Q1 2018 in Review

Almanack Investment Partners sold out of H2O America (HTO) in Q1 2018, closing a stake of 1,739 shares — an estimated $111K sold.

Almanack Investment Partners first reported a position in HTO in Q4 2017 and held it in 1 quarter. The position peaked at $111K in Q4 2017. 156 funds tracked by Wall St. Rank hold HTO as of Q1 2018.

Almanack Investment Partners reported no remaining H2O America position as of Q1 2018 after selling out during the quarter.
Almanack Investment Partners sold 1,739 H2O America shares in Q1 2018, an estimated $111K.
Almanack Investment Partners first reported a position in H2O America in Q4 2017 and held it in 1 quarter.
Almanack Investment Partners's H2O America position peaked at $111K in Q4 2017.
156 funds tracked by Wall St. Rank held H2O America as of Q1 2018.

Based on Almanack Investment Partners's 13F filing for Q1 2018, filed 15 May 2018.