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Bartlett & Co’s York Water YORW Stock Holding History

Bartlett & Co’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-302
Closed -$6K – 869
2013
Q2 		$6K Buy
+302
New +$5.67K ﹤0.01% 642

Other funds holding YORW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Bartlett & Co's YORW Position: Q3 2013 in Review

Bartlett & Co sold out of York Water (YORW) in Q3 2013, closing a stake of 302 shares — an estimated $6K sold.

Bartlett & Co first reported a position in YORW in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 72 funds tracked by Wall St. Rank hold YORW as of Q3 2013.

  • Bartlett & Co reported no remaining York Water position as of Q3 2013 after selling out during the quarter.
  • Bartlett & Co sold 302 York Water shares in Q3 2013, an estimated $6K.
  • Bartlett & Co first reported a position in York Water in Q2 2013 and held it in 1 quarter.
  • Bartlett & Co's York Water position peaked at $6K in Q2 2013.
  • 72 funds tracked by Wall St. Rank held York Water as of Q3 2013.

Based on Bartlett & Co's 13F filing for Q3 2013, filed 4 Nov 2013.