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Concert Wealth Management’s York Water YORW Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-7,411
Closed -$283K – 456
2017
Q1 		$283K Buy
+7,411
New +$263K 0.06% 362
2016
Q4 		– Sell
-7,411
Closed -$220K – 953
2016
Q3 		$220K Buy
+7,411
New +$221K 0.03% 608

Other funds holding YORW

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Concert Wealth Management's YORW Position: Q2 2017 in Review

Concert Wealth Management sold out of York Water (YORW) in Q2 2017, closing a stake of 7,411 shares — an estimated $283K sold.

Concert Wealth Management first reported a position in YORW in Q3 2016 and held it in 2 quarters. The position peaked at $283K in Q1 2017. 95 funds tracked by Wall St. Rank hold YORW as of Q2 2017.

  • Concert Wealth Management reported no remaining York Water position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,411 York Water shares in Q2 2017, an estimated $283K.
  • Concert Wealth Management first reported a position in York Water in Q3 2016 and held it in 2 quarters.
  • Concert Wealth Management's York Water position peaked at $283K in Q1 2017.
  • 95 funds tracked by Wall St. Rank held York Water as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.