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American Portfolios Advisors’s York Water YORW Stock Holding History

American Portfolios Advisors’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$3.18K – 2495
2018
Q2 		$3.18K Buy
+100
New +$3.2K ﹤0.01% 2107

Other funds holding YORW

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

American Portfolios Advisors's YORW Position: Q3 2018 in Review

American Portfolios Advisors sold out of York Water (YORW) in Q3 2018, closing a stake of 100 shares — an estimated $3.18K sold.

American Portfolios Advisors first reported a position in YORW in Q2 2018 and held it in 1 quarter. The position peaked at $3.18K in Q2 2018. 97 funds tracked by Wall St. Rank hold YORW as of Q3 2018.

  • American Portfolios Advisors reported no remaining York Water position as of Q3 2018 after selling out during the quarter.
  • American Portfolios Advisors sold 100 York Water shares in Q3 2018, an estimated $3.18K.
  • American Portfolios Advisors first reported a position in York Water in Q2 2018 and held it in 1 quarter.
  • American Portfolios Advisors's York Water position peaked at $3.18K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held York Water as of Q3 2018.

Based on American Portfolios Advisors's 13F filing for Q3 2018, filed 24 Mar 2023.