Capstone Investment Advisors
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Capstone Investment Advisors’s American States Water AWR Stock Holding History

Capstone Investment Advisors’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,200
Closed -$206K – 500
2017
Q3 		$206K Buy
+4,200
New +$207K 0.01% 469

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Northern Trust
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Invesco
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Capstone Investment Advisors's AWR Position: Q4 2017 in Review

Capstone Investment Advisors sold out of American States Water (AWR) in Q4 2017, closing a stake of 4,200 shares — an estimated $206K sold.

Capstone Investment Advisors first reported a position in AWR in Q3 2017 and held it in 1 quarter. The position peaked at $206K in Q3 2017. 259 funds tracked by Wall St. Rank hold AWR as of Q4 2017.

  • Capstone Investment Advisors reported no remaining American States Water position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,200 American States Water shares in Q4 2017, an estimated $206K.
  • Capstone Investment Advisors first reported a position in American States Water in Q3 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's American States Water position peaked at $206K in Q3 2017.
  • 259 funds tracked by Wall St. Rank held American States Water as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.