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Inspire Investing’s California Water Service CWT Stock Holding History

Inspire Investing’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
Q2 		– Sell
-5,208
Closed -$262K – 553
2020
Q1 		$262K Buy
5,208
+1,263
+32% +$65.5K 0.1% 247
2019
Q4 		$203K Sell
3,945
-71
-2% -$3.71K 0.07% 277
2019
Q3 		$213K Buy
+4,016
New +$215K 0.08% 262
2018
Q1 		– Sell
-1,535
Closed -$70K – 318
2017
Q4 		$70K Buy
+1,535
New +$66.1K 0.06% 222

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Inspire Investing's CWT Position: Q2 2020 in Review

Inspire Investing sold out of California Water Service (CWT) in Q2 2020, closing a stake of 5,208 shares — an estimated $262K sold.

Inspire Investing first reported a position in CWT in Q4 2017 and held it in 4 quarters. The position peaked at $262K in Q1 2020. 258 funds tracked by Wall St. Rank hold CWT as of Q2 2020.

  • Inspire Investing reported no remaining California Water Service position as of Q2 2020 after selling out during the quarter.
  • Inspire Investing sold 5,208 California Water Service shares in Q2 2020, an estimated $262K.
  • Inspire Investing first reported a position in California Water Service in Q4 2017 and held it in 4 quarters.
  • Inspire Investing's California Water Service position peaked at $262K in Q1 2020.
  • 258 funds tracked by Wall St. Rank held California Water Service as of Q2 2020.

Based on Inspire Investing's 13F filing for Q2 2020, filed 12 Aug 2020.