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Freedom Investment Management’s York Water YORW Stock Holding History

Freedom Investment Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6,826
Closed -$208K – 909
2016
Q1 		$208K Buy
+6,826
New +$187K 0.02% 730

Other funds holding YORW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Freedom Investment Management's YORW Position: Q2 2016 in Review

Freedom Investment Management sold out of York Water (YORW) in Q2 2016, closing a stake of 6,826 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in YORW in Q1 2016 and held it in 1 quarter. The position peaked at $208K in Q1 2016. 96 funds tracked by Wall St. Rank hold YORW as of Q2 2016.

  • Freedom Investment Management reported no remaining York Water position as of Q2 2016 after selling out during the quarter.
  • Freedom Investment Management sold 6,826 York Water shares in Q2 2016, an estimated $208K.
  • Freedom Investment Management first reported a position in York Water in Q1 2016 and held it in 1 quarter.
  • Freedom Investment Management's York Water position peaked at $208K in Q1 2016.
  • 96 funds tracked by Wall St. Rank held York Water as of Q2 2016.

Based on Freedom Investment Management's 13F filing for Q2 2016, filed 14 Jul 2016.