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Hillsdale Investment Management’s California Water Service CWT Stock Holding History

Hillsdale Investment Management’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
2025
Q1 		– Sell
-130
Closed -$5.89K – 618
2024
Q4 		$5.89K Buy
130
+20
+18% +$1.01K ﹤0.01% 560
2024
Q3 		$5.96K Buy
+110
New +$5.83K ﹤0.01% 567
2020
Q3 		– Sell
-16,300
Closed -$778K – 594
2020
Q2 		$778K Buy
16,300
+3,000
+23% +$142K 0.07% 230
2020
Q1 		$669K Sell
13,300
-1,500
-10% -$77.8K 0.08% 224
2019
Q4 		$763K Hold
14,800
– – 0.07% 280
2019
Q3 		$783K Sell
14,800
-500
-3% -$26.8K 0.07% 257
2019
Q2 		$775K Buy
15,300
+2,700
+21% +$136K 0.08% 247
2019
Q1 		$684K Buy
+12,600
New +$634K 0.06% 187

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's CWT Position: Q1 2025 in Review

Hillsdale Investment Management sold out of California Water Service (CWT) in Q1 2025, closing a stake of 130 shares — an estimated $5.89K sold.

Hillsdale Investment Management first reported a position in CWT in Q1 2019 and held it in 8 quarters. The position peaked at $783K in Q3 2019. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • Hillsdale Investment Management reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 130 California Water Service shares in Q1 2025, an estimated $5.89K.
  • Hillsdale Investment Management first reported a position in California Water Service in Q1 2019 and held it in 8 quarters.
  • Hillsdale Investment Management's California Water Service position peaked at $783K in Q3 2019.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.