BFEC
CWT icon

Benjamin F. Edwards & Company’s California Water Service CWT Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q3 		– Sell
-75
Closed -$4K – 1751
2023
Q2 		$4K Buy
+75
New +$4.21K ﹤0.01% 1582

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Benjamin F. Edwards & Company's CWT Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of California Water Service (CWT) in Q3 2023, closing a stake of 75 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in CWT in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 271 funds tracked by Wall St. Rank hold CWT as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining California Water Service position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 75 California Water Service shares in Q3 2023, an estimated $4K.
  • Benjamin F. Edwards & Company first reported a position in California Water Service in Q2 2023 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's California Water Service position peaked at $4K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held California Water Service as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.