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Edgemoor Investment Advisors’s Waters Corp WAT Stock Holding History

Edgemoor Investment Advisors’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
2019
Q3 		– Sell
-949
Closed -$204K – 137
2019
Q2 		$204K Hold
949
– – 0.03% 132
2019
Q1 		$239K Buy
+949
New +$216K 0.03% 125

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Bank of New York Mellon
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State Street
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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
CIP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgemoor Investment Advisors's WAT Position: Q3 2019 in Review

Edgemoor Investment Advisors sold out of Waters Corp (WAT) in Q3 2019, closing a stake of 949 shares — an estimated $204K sold.

Edgemoor Investment Advisors first reported a position in WAT in Q1 2019 and held it in 2 quarters. The position peaked at $239K in Q1 2019. 576 funds tracked by Wall St. Rank hold WAT as of Q3 2019.

  • Edgemoor Investment Advisors reported no remaining Waters Corp position as of Q3 2019 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 949 Waters Corp shares in Q3 2019, an estimated $204K.
  • Edgemoor Investment Advisors first reported a position in Waters Corp in Q1 2019 and held it in 2 quarters.
  • Edgemoor Investment Advisors's Waters Corp position peaked at $239K in Q1 2019.
  • 576 funds tracked by Wall St. Rank held Waters Corp as of Q3 2019.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.