EWM
CWT icon

Elmwood Wealth Management’s California Water Service CWT Stock Holding History

Elmwood Wealth Management’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
2020
Q3 		$0 Hold
8
– – ﹤0.01% 259
2020
Q2 		$0 Buy
+8
New +$378 ﹤0.01% 272

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elmwood Wealth Management's CWT Position: Q3 2020 in Review

Elmwood Wealth Management held its California Water Service (CWT) position steady in Q3 2020 at 8 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Elmwood Wealth Management first reported a position in CWT in Q2 2020 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold CWT as of Q3 2020.

  • Elmwood Wealth Management held 8 shares of California Water Service worth $0 as of Q3 2020.
  • Elmwood Wealth Management left its California Water Service share count unchanged in Q3 2020.
  • California Water Service made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #259 holding.
  • Elmwood Wealth Management first reported a position in California Water Service in Q2 2020 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held California Water Service as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.