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AmeriServ Wealth Advisors’s Artesian Resources ARTNA Stock Holding History

AmeriServ Wealth Advisors’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,699
Closed -$223K – 132
2013
Q4 		$223K Hold
9,699
– – 0.13% 161
2013
Q3 		$216K Hold
9,699
– – 0.14% 161
2013
Q2 		$216K Buy
+9,699
New +$216K 0.14% 158

Other funds holding ARTNA

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AmeriServ Wealth Advisors's ARTNA Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of Artesian Resources (ARTNA) in Q1 2014, closing a stake of 9,699 shares — an estimated $223K sold.

AmeriServ Wealth Advisors first reported a position in ARTNA in Q2 2013 and held it in 3 quarters. The position peaked at $223K in Q4 2013. 69 funds tracked by Wall St. Rank hold ARTNA as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining Artesian Resources position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 9,699 Artesian Resources shares in Q1 2014, an estimated $223K.
  • AmeriServ Wealth Advisors first reported a position in Artesian Resources in Q2 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's Artesian Resources position peaked at $223K in Q4 2013.
  • 69 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.