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Avantax Planning Partners’s California Water Service CWT Stock Holding History

Avantax Planning Partners’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,200
Closed -$51K – 481
2018
Q3 		$51K Buy
+1,200
New +$49.3K ﹤0.01% 482
2018
Q2 		– Sell
-1,200
Closed -$45K – 507
2018
Q1 		$45K Buy
+1,200
New +$47.9K ﹤0.01% 550

Other funds holding CWT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's CWT Position: Q4 2018 in Review

Avantax Planning Partners sold out of California Water Service (CWT) in Q4 2018, closing a stake of 1,200 shares — an estimated $51K sold.

Avantax Planning Partners first reported a position in CWT in Q1 2018 and held it in 2 quarters. The position peaked at $51K in Q3 2018. 236 funds tracked by Wall St. Rank hold CWT as of Q4 2018.

  • Avantax Planning Partners reported no remaining California Water Service position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,200 California Water Service shares in Q4 2018, an estimated $51K.
  • Avantax Planning Partners first reported a position in California Water Service in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's California Water Service position peaked at $51K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held California Water Service as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.