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Berman Capital Advisors’s Global Water Resources GWRS Stock Holding History

Berman Capital Advisors’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7K Hold
399
– – ﹤0.01% 1315
2021
Q2 		$6K Hold
399
– – ﹤0.01% 1289
2021
Q1 		$6K Hold
399
– – ﹤0.01% 1210
2020
Q4 		$5K Hold
399
– – ﹤0.01% 1141
2020
Q3 		$4K Buy
399
+3
+0.8% +$33 ﹤0.01% 1104
2020
Q2 		$4K Buy
+396
New +$4.17K ﹤0.01% 1053

Other funds holding GWRS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
HI
Handelsinvest Investeringsforvaltning Herning, Denmark $208M AUM 35.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's GWRS Position: Q3 2021 in Review

Berman Capital Advisors held its Global Water Resources (GWRS) position steady in Q3 2021 at 399 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Berman Capital Advisors first reported a position in GWRS in Q2 2020 and has held it in 6 quarters since. 68 funds tracked by Wall St. Rank hold GWRS as of Q3 2021.

  • Berman Capital Advisors held 399 shares of Global Water Resources worth $7K as of Q3 2021.
  • Berman Capital Advisors left its Global Water Resources share count unchanged in Q3 2021.
  • Global Water Resources made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1315 holding.
  • Berman Capital Advisors first reported a position in Global Water Resources in Q2 2020 and has held it in 6 quarters since.
  • 68 funds tracked by Wall St. Rank held Global Water Resources as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.