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Edge Wealth Management’s York Water YORW Stock Holding History

Edge 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
2016
Q3 		– Sell
-15
Closed – – 522
2016
Q2 		$0 Hold
15
– – ﹤0.01% 488
2016
Q1 		$1K Hold
15
– – ﹤0.01% 432
2015
Q4 		$1K Hold
15
– – ﹤0.01% 445
2015
Q3 		$1K Hold
15
– – ﹤0.01% 447
2015
Q2 		$0 Hold
15
– – ﹤0.01% 456
2015
Q1 		$1K Buy
+15
New +$353 ﹤0.01% 431

Other funds holding YORW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Edge Wealth Management's YORW Position: Q3 2016 in Review

Edge Wealth Management sold out of York Water (YORW) in Q3 2016, closing a stake of 15 shares.

Edge Wealth Management first reported a position in YORW in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q1 2016. 94 funds tracked by Wall St. Rank hold YORW as of Q3 2016.

  • Edge Wealth Management reported no remaining York Water position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 15 York Water shares in Q3 2016.
  • Edge Wealth Management first reported a position in York Water in Q1 2015 and held it in 6 quarters.
  • Edge Wealth Management's York Water position peaked at $1K in Q1 2016.
  • 94 funds tracked by Wall St. Rank held York Water as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.