ALA
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Atherton Lane Advisers’s American States Water AWR Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$336K Hold
8,000
– – 0.02% 167
2015
Q3 		$331K Hold
8,000
– – 0.02% 165
2015
Q2 		$299K Hold
8,000
– – 0.02% 189
2015
Q1 		$319K Hold
8,000
– – 0.02% 205
2014
Q4 		$301K Hold
8,000
– – 0.02% 224
2014
Q3 		$243K Hold
8,000
– – 0.01% 235
2014
Q2 		$266K Hold
8,000
– – 0.01% 234
2014
Q1 		$258K Hold
8,000
– – 0.02% 136
2013
Q4 		$230K Hold
8,000
– – 0.01% 138
2013
Q3 		$220K Hold
8,000
– – 0.02% 131
2013
Q2 		$215K Buy
+8,000
New +$218K 0.02% 129

Other funds holding AWR

Vanguard Group
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return