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IAG Wealth Partners’s California Water Service CWT Stock Holding History

IAG Wealth 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
2020
Q3 		– Sell
-36
Closed -$2K – 377
2020
Q2 		$2K Hold
36
– – ﹤0.01% 348
2020
Q1 		$2K Hold
36
– – ﹤0.01% 330
2019
Q4 		$2K Buy
+36
New +$1.88K ﹤0.01% 368

Other funds holding CWT

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAG Wealth Partners's CWT Position: Q3 2020 in Review

IAG Wealth Partners sold out of California Water Service (CWT) in Q3 2020, closing a stake of 36 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in CWT in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 248 funds tracked by Wall St. Rank hold CWT as of Q3 2020.

  • IAG Wealth Partners reported no remaining California Water Service position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 36 California Water Service shares in Q3 2020, an estimated $2K.
  • IAG Wealth Partners first reported a position in California Water Service in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's California Water Service position peaked at $2K in Q2 2020.
  • 248 funds tracked by Wall St. Rank held California Water Service as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.