Calton & Associates’s York Water YORW Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-500	Closed	-$16K	–	1303
2017 Q4	$16K	Buy	+500	New	+$17.6K	﹤0.01%	946

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calton & Associates's YORW Position: Q1 2018 in Review

Calton & Associates sold out of York Water (YORW) in Q1 2018, closing a stake of 500 shares — an estimated $16K sold.

Calton & Associates first reported a position in YORW in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 98 funds tracked by Wall St. Rank hold YORW as of Q1 2018.

Calton & Associates reported no remaining York Water position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 500 York Water shares in Q1 2018, an estimated $16K.
Calton & Associates first reported a position in York Water in Q4 2017 and held it in 1 quarter.
Calton & Associates's York Water position peaked at $16K in Q4 2017.
98 funds tracked by Wall St. Rank held York Water as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.