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Berman Capital Advisors’s Consolidated Water Co CWCO Stock Holding History

Berman Capital Advisors’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,643
Closed -$22K – 1923
2021
Q1 		$22K Buy
+1,643
New +$21.9K ﹤0.01% 747

Other funds holding CWCO

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Berman Capital Advisors's CWCO Position: Q2 2021 in Review

Berman Capital Advisors sold out of Consolidated Water Co (CWCO) in Q2 2021, closing a stake of 1,643 shares — an estimated $22K sold.

Berman Capital Advisors first reported a position in CWCO in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 87 funds tracked by Wall St. Rank hold CWCO as of Q2 2021.

  • Berman Capital Advisors reported no remaining Consolidated Water Co position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 1,643 Consolidated Water Co shares in Q2 2021, an estimated $22K.
  • Berman Capital Advisors first reported a position in Consolidated Water Co in Q1 2021 and held it in 1 quarter.
  • Berman Capital Advisors's Consolidated Water Co position peaked at $22K in Q1 2021.
  • 87 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.