CFD
CWCO icon

Creative Financial Designs’s Consolidated Water Co CWCO Stock Holding History

Creative Financial Designs’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-300
Closed -$4K – 1220
2020
Q2 		$4K Buy
+300
New +$4.39K ﹤0.01% 907

Other funds holding CWCO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Financial Designs's CWCO Position: Q3 2020 in Review

Creative Financial Designs sold out of Consolidated Water Co (CWCO) in Q3 2020, closing a stake of 300 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in CWCO in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 93 funds tracked by Wall St. Rank hold CWCO as of Q3 2020.

  • Creative Financial Designs reported no remaining Consolidated Water Co position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 300 Consolidated Water Co shares in Q3 2020, an estimated $4K.
  • Creative Financial Designs first reported a position in Consolidated Water Co in Q2 2020 and held it in 1 quarter.
  • Creative Financial Designs's Consolidated Water Co position peaked at $4K in Q2 2020.
  • 93 funds tracked by Wall St. Rank held Consolidated Water Co as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.