EA
CWT icon

Edge Advisors’s California Water Service CWT Stock Holding History

Edge Advisors’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
2017
Q3 		– Sell
-154
Closed -$5K – 897
2017
Q2 		$5K Hold
154
– – ﹤0.01% 805
2017
Q1 		$5K Buy
+154
New +$5.33K ﹤0.01% 824

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Edge Advisors's CWT Position: Q3 2017 in Review

Edge Advisors sold out of California Water Service (CWT) in Q3 2017, closing a stake of 154 shares — an estimated $5K sold.

Edge Advisors first reported a position in CWT in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 191 funds tracked by Wall St. Rank hold CWT as of Q3 2017.

  • Edge Advisors reported no remaining California Water Service position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 154 California Water Service shares in Q3 2017, an estimated $5K.
  • Edge Advisors first reported a position in California Water Service in Q1 2017 and held it in 2 quarters.
  • Edge Advisors's California Water Service position peaked at $5K in Q2 2017.
  • 191 funds tracked by Wall St. Rank held California Water Service as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.