America First Investment Advisors’s American States Water AWR Stock Holding History

America First Investment Advisors’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-991	Closed	-$40K	–	109
2016 Q3	$40K	Sell	991 -5	-0.5%	-$207	0.02%	64
2016 Q2	$44K	Hold	996	–	–	0.02%	64
2016 Q1	$39K	Hold	996	–	–	0.02%	68
2015 Q4	$42K	Hold	996	–	–	0.02%	65
2015 Q3	$41K	Hold	996	–	–	0.02%	63
2015 Q2	$37K	Hold	996	–	–	0.02%	69
2015 Q1	$40K	Hold	996	–	–	0.02%	74
2014 Q4	$38K	Hold	996	–	–	0.02%	79
2014 Q3	$30K	Hold	996	–	–	0.01%	85
2014 Q2	$33K	Sell	996 -1,180	-54%	-$36.1K	0.01%	90
2014 Q1	$70K	Hold	2,176	–	–	0.03%	67
2013 Q4	$63K	Sell	2,176 -824	-27%	-$23.2K	0.03%	73
2013 Q3	$83K	Hold	3,000	–	–	0.04%	69
2013 Q2	$81K	Buy	+3,000	New	+$81.8K	0.04%	63

Other funds holding AWR

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

America First Investment Advisors's AWR Position: Q4 2016 in Review

America First Investment Advisors sold out of American States Water (AWR) in Q4 2016, closing a stake of 991 shares — an estimated $40K sold.

America First Investment Advisors first reported a position in AWR in Q2 2013 and held it in 14 quarters. The position peaked at $83K in Q3 2013. 223 funds tracked by Wall St. Rank hold AWR as of Q4 2016.

America First Investment Advisors reported no remaining American States Water position as of Q4 2016 after selling out during the quarter.
America First Investment Advisors sold 991 American States Water shares in Q4 2016, an estimated $40K.
America First Investment Advisors first reported a position in American States Water in Q2 2013 and held it in 14 quarters.
America First Investment Advisors's American States Water position peaked at $83K in Q3 2013.
223 funds tracked by Wall St. Rank held American States Water as of Q4 2016.

Based on America First Investment Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.