Girard Partners’s California Water Service CWT Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-600	Closed	-$25K	–	364
2018 Q3	$25K	Buy	+600	New	+$24.6K	﹤0.01%	563

Other funds holding CWT

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Girard Partners's CWT Position: Q4 2018 in Review

Girard Partners sold out of California Water Service (CWT) in Q4 2018, closing a stake of 600 shares — an estimated $25K sold.

Girard Partners first reported a position in CWT in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 236 funds tracked by Wall St. Rank hold CWT as of Q4 2018.

Girard Partners reported no remaining California Water Service position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 600 California Water Service shares in Q4 2018, an estimated $25K.
Girard Partners first reported a position in California Water Service in Q3 2018 and held it in 1 quarter.
Girard Partners's California Water Service position peaked at $25K in Q3 2018.
236 funds tracked by Wall St. Rank held California Water Service as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.