CCM
CWT icon

Coldstream Capital Management’s California Water Service CWT Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-2,343
Closed -$114K – 1656
2025
Q1 		$114K Buy
+2,343
New +$106K ﹤0.01% 1287
2020
Q1 		– Sell
-3,927
Closed -$202K – 296
2019
Q4 		$202K Hold
3,927
– – 0.02% 335
2019
Q3 		$208K Sell
3,927
-39
-1% -$2.09K 0.02% 310
2019
Q2 		$201K Hold
3,966
– – 0.02% 315
2019
Q1 		$215K Buy
+3,966
New +$200K 0.02% 284

Other funds holding CWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return