Fusion Family Wealth’s Middlesex Water MSEX Stock Holding History

Fusion Family Wealth’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
2017 Q4	–	Sell	-100	Closed	-$4K	–	300
2017 Q3	$4K	Buy	+100	New	+$3.88K	﹤0.01%	186

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fusion Family Wealth's MSEX Position: Q4 2017 in Review

Fusion Family Wealth sold out of Middlesex Water (MSEX) in Q4 2017, closing a stake of 100 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in MSEX in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 133 funds tracked by Wall St. Rank hold MSEX as of Q4 2017.

Fusion Family Wealth reported no remaining Middlesex Water position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 100 Middlesex Water shares in Q4 2017, an estimated $4K.
Fusion Family Wealth first reported a position in Middlesex Water in Q3 2017 and held it in 1 quarter.
Fusion Family Wealth's Middlesex Water position peaked at $4K in Q3 2017.
133 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.