FA
CWT icon

FDx Advisors’s California Water Service CWT Stock Holding History

FDx 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
Q2 		– Sell
-6,056
Closed -$217K – 1192
2017
Q1 		$217K Sell
6,056
-51
-0.8% -$1.77K 0.01% 1097
2016
Q4 		$207K Sell
6,107
-408
-6% -$13.5K 0.01% 1070
2016
Q3 		$209K Hold
6,515
– – 0.01% 868
2016
Q2 		$228K Buy
+6,515
New +$191K 0.01% 806
2015
Q2 		– Sell
-9,500
Closed -$232K – 975
2015
Q1 		$232K Buy
9,500
+690
+8% +$17.1K 0.01% 1357
2014
Q4 		$217K Sell
8,810
-1,783
-17% -$43.7K 0.01% 831
2014
Q3 		$238K Buy
10,593
+971
+10% +$22.8K 0.02% 862
2014
Q2 		$233K Sell
9,622
-283
-3% -$6.37K 0.02% 889
2014
Q1 		$237K Buy
+9,905
New +$228K 0.02% 679

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return