Independent Portfolio Consultants’s Waters Corp WAT Stock Holding History

Independent Portfolio Consultants’s Portfolio WAT Stock Details WAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$42K	Buy	226 +96	+74%	+$16.7K	0.02%	536
2017 Q1	$20K	Sell	130 -55	-30%	-$8.21K	0.01%	657
2016 Q4	$25K	Hold	185	–	–	0.01%	606
2016 Q3	$29K	Hold	185	–	–	0.01%	613
2016 Q2	$26K	Hold	185	–	–	0.01%	623
2016 Q1	$24K	Sell	185 -60	-24%	-$7.49K	0.01%	653
2015 Q4	$33K	Buy	245 +90	+58%	+$11.6K	0.01%	632
2015 Q3	$18K	Hold	155	–	–	﹤0.01%	678
2015 Q2	$20K	Buy	155 +114	+278%	+$14.8K	﹤0.01%	713
2015 Q1	$5K	Buy	+41	New	+$4.89K	﹤0.01%	773
2014 Q4	–	Sell	-145	Closed	-$14K	–	882
2014 Q3	$14K	Sell	145 -195	-57%	-$20.1K	﹤0.01%	722
2014 Q2	$36K	Buy	+340	New	+$35.8K	0.01%	693

Other funds holding WAT

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

JIM

Jensen Investment Management Lake Oswego, Oregon $4.13B AUM 8.88% 1-Year Est. Return

Independent Portfolio Consultants's WAT Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Waters Corp (WAT) stake by 74% in Q2 2017, buying an estimated $16.7K and bringing the position to 226 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #536.

Independent Portfolio Consultants first reported a position in WAT in Q2 2014 and has held it in 12 quarters since. 544 funds tracked by Wall St. Rank hold WAT as of Q2 2017.

Independent Portfolio Consultants held 226 shares of Waters Corp worth $42K as of Q2 2017.
Independent Portfolio Consultants bought 96 Waters Corp shares in Q2 2017, an estimated $16.7K.
Waters Corp made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #536 holding.
Independent Portfolio Consultants first reported a position in Waters Corp in Q2 2014 and has held it in 12 quarters since.
544 funds tracked by Wall St. Rank held Waters Corp as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.