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Financial Gravity Asset Management’s Middlesex Water MSEX Stock Holding History

Financial Gravity Asset Management’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-55
Closed -$3K – 1515
2019
Q1 		$3K Buy
+55
New +$3.1K ﹤0.01% 852

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's MSEX Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Middlesex Water (MSEX) in Q2 2019, closing a stake of 55 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in MSEX in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 158 funds tracked by Wall St. Rank hold MSEX as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining Middlesex Water position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 55 Middlesex Water shares in Q2 2019, an estimated $3K.
  • Financial Gravity Asset Management first reported a position in Middlesex Water in Q1 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's Middlesex Water position peaked at $3K in Q1 2019.
  • 158 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.