BRWA
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B. Riley Wealth Advisors’s California Water Service CWT Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-400
Closed -$10 – 865
2014
Q4 		$10 Buy
+400
New +$9.8K ﹤0.01% 2860
2014
Q3 		– Sell
-400
Closed -$9.68K – 899
2014
Q2 		$9.68K Buy
+400
New +$9.01K ﹤0.01% 1803

Other funds holding CWT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's CWT Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of California Water Service (CWT) in Q1 2015, closing a stake of 400 shares — an estimated $10 sold.

B. Riley Wealth Advisors first reported a position in CWT in Q2 2014 and held it in 2 quarters. The position peaked at $9.68K in Q2 2014. 155 funds tracked by Wall St. Rank hold CWT as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining California Water Service position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 400 California Water Service shares in Q1 2015, an estimated $10.
  • B. Riley Wealth Advisors first reported a position in California Water Service in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's California Water Service position peaked at $9.68K in Q2 2014.
  • 155 funds tracked by Wall St. Rank held California Water Service as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.