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Edge Wealth Management’s Waters Corp WAT Stock Holding History

Edge Wealth Management’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-180
Closed -$35K – 629
2018
Q3 		$35K Hold
180
– – 0.01% 299
2018
Q2 		$35K Buy
+180
New +$35.5K 0.01% 283

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edge Wealth Management's WAT Position: Q4 2018 in Review

Edge Wealth Management sold out of Waters Corp (WAT) in Q4 2018, closing a stake of 180 shares — an estimated $35K sold.

Edge Wealth Management first reported a position in WAT in Q2 2018 and held it in 2 quarters. The position peaked at $35K in Q3 2018. 554 funds tracked by Wall St. Rank hold WAT as of Q4 2018.

  • Edge Wealth Management reported no remaining Waters Corp position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 180 Waters Corp shares in Q4 2018, an estimated $35K.
  • Edge Wealth Management first reported a position in Waters Corp in Q2 2018 and held it in 2 quarters.
  • Edge Wealth Management's Waters Corp position peaked at $35K in Q3 2018.
  • 554 funds tracked by Wall St. Rank held Waters Corp as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.