Fortis Advisors’s California Water Service CWT Stock Holding History

Fortis 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
2019 Q2	–	Sell	-4,365	Closed	-$237K	–	332
2019 Q1	$237K	Buy	+4,365	New	+$220K	0.12%	83

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fortis Advisors's CWT Position: Q2 2019 in Review

Fortis Advisors sold out of California Water Service (CWT) in Q2 2019, closing a stake of 4,365 shares — an estimated $237K sold.

Fortis Advisors first reported a position in CWT in Q1 2019 and held it in 1 quarter. The position peaked at $237K in Q1 2019. 255 funds tracked by Wall St. Rank hold CWT as of Q2 2019.

Fortis Advisors reported no remaining California Water Service position as of Q2 2019 after selling out during the quarter.
Fortis Advisors sold 4,365 California Water Service shares in Q2 2019, an estimated $237K.
Fortis Advisors first reported a position in California Water Service in Q1 2019 and held it in 1 quarter.
Fortis Advisors's California Water Service position peaked at $237K in Q1 2019.
255 funds tracked by Wall St. Rank held California Water Service as of Q2 2019.

Based on Fortis Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.