Balasa Dinverno & Foltz’s PHILADELPHIA SUBURBAN CORP PSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-5,171
Closed -$243K 306
2019
Q4
$243K Hold
5,171
0.03% 231
2019
Q3
$232K Hold
5,171
0.03% 224
2019
Q2
$214K Buy
+5,171
New +$214K 0.02% 230
2018
Q1
Sell
-5,169
Closed -$203K 217
2017
Q4
$203K Buy
+5,169
New +$203K 0.03% 207

Balasa Dinverno & Foltz's PSC Position: Q1 2020 in Review

Balasa Dinverno & Foltz sold out of PHILADELPHIA SUBURBAN CORP (PSC) in Q1 2020, closing a stake of 5,171 shares — an estimated $243K sold.

Balasa Dinverno & Foltz first reported a position in PSC in Q4 2017 and held it in 4 quarters. The position peaked at $243K in Q4 2019. 0 funds tracked by Wall St. Rank hold PSC as of Q1 2020.

  • Balasa Dinverno & Foltz reported no remaining PHILADELPHIA SUBURBAN CORP position as of Q1 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 5,171 PHILADELPHIA SUBURBAN CORP shares in Q1 2020, an estimated $243K.
  • Balasa Dinverno & Foltz first reported a position in PHILADELPHIA SUBURBAN CORP in Q4 2017 and held it in 4 quarters.
  • Balasa Dinverno & Foltz's PHILADELPHIA SUBURBAN CORP position peaked at $243K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held PHILADELPHIA SUBURBAN CORP as of Q1 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2020, filed 30 Apr 2020.