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Appleton Partners’s Waters Corp WAT Stock Holding History

Appleton Partners’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
2013
Q4 		– Sell
-2,151
Closed -$228K – 172
2013
Q3 		$228K Hold
2,151
– – 0.06% 149
2013
Q2 		$215K Buy
+2,151
New +$206K 0.06% 142

Other funds holding WAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Appleton Partners's WAT Position: Q4 2013 in Review

Appleton Partners sold out of Waters Corp (WAT) in Q4 2013, closing a stake of 2,151 shares — an estimated $228K sold.

Appleton Partners first reported a position in WAT in Q2 2013 and held it in 2 quarters. The position peaked at $228K in Q3 2013. 432 funds tracked by Wall St. Rank hold WAT as of Q4 2013.

  • Appleton Partners reported no remaining Waters Corp position as of Q4 2013 after selling out during the quarter.
  • Appleton Partners sold 2,151 Waters Corp shares in Q4 2013, an estimated $228K.
  • Appleton Partners first reported a position in Waters Corp in Q2 2013 and held it in 2 quarters.
  • Appleton Partners's Waters Corp position peaked at $228K in Q3 2013.
  • 432 funds tracked by Wall St. Rank held Waters Corp as of Q4 2013.

Based on Appleton Partners's 13F filing for Q4 2013, filed 13 Feb 2014.