HIM
HTO

Hillsdale Investment Management’s H2O America HTO Stock Holding History

Hillsdale Investment Management’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,800
Closed -$733K – 650
2020
Q2 		$733K Buy
+11,800
New +$708K 0.07% 254
2016
Q2 		– Sell
-2,000
Closed -$73K – 553
2016
Q1 		$73K Buy
+2,000
New +$67.3K 0.02% 328

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hillsdale Investment Management's HTO Position: Q3 2020 in Review

Hillsdale Investment Management sold out of H2O America (HTO) in Q3 2020, closing a stake of 11,800 shares — an estimated $733K sold.

Hillsdale Investment Management first reported a position in HTO in Q1 2016 and held it in 2 quarters. The position peaked at $733K in Q2 2020. 159 funds tracked by Wall St. Rank hold HTO as of Q3 2020.

  • Hillsdale Investment Management reported no remaining H2O America position as of Q3 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 11,800 H2O America shares in Q3 2020, an estimated $733K.
  • Hillsdale Investment Management first reported a position in H2O America in Q1 2016 and held it in 2 quarters.
  • Hillsdale Investment Management's H2O America position peaked at $733K in Q2 2020.
  • 159 funds tracked by Wall St. Rank held H2O America as of Q3 2020.

Based on Hillsdale Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.