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Cornerstone Advisors (Washington)’s California Water Service CWT Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q2 		– Sell
-36
Closed -$2K – 725
2020
Q1 		$2K Hold
36
– – ﹤0.01% 581
2019
Q4 		$2K Hold
36
– – ﹤0.01% 582
2019
Q3 		$2K Hold
36
– – ﹤0.01% 578
2019
Q2 		$2K Buy
36
+8
+29% +$402 ﹤0.01% 1117
2019
Q1 		$2K Hold
28
– – ﹤0.01% 991
2018
Q4 		$1K Hold
28
– – ﹤0.01% 962
2018
Q3 		$1K Buy
+28
New +$1.15K ﹤0.01% 980

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisors (Washington)'s CWT Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of California Water Service (CWT) in Q2 2020, closing a stake of 36 shares — an estimated $2K sold.

Cornerstone Advisors (Washington) first reported a position in CWT in Q3 2018 and held it in 7 quarters. The position peaked at $2K in Q1 2020. 258 funds tracked by Wall St. Rank hold CWT as of Q2 2020.

  • Cornerstone Advisors (Washington) reported no remaining California Water Service position as of Q2 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 36 California Water Service shares in Q2 2020, an estimated $2K.
  • Cornerstone Advisors (Washington) first reported a position in California Water Service in Q3 2018 and held it in 7 quarters.
  • Cornerstone Advisors (Washington)'s California Water Service position peaked at $2K in Q1 2020.
  • 258 funds tracked by Wall St. Rank held California Water Service as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.