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Institutional & Family Asset Management’s Global Water Resources GWRS Stock Holding History

Institutional & Family Asset Management’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-700
Closed -$10K – 949
2020
Q4 		$10K Buy
700
+625
+833% +$7.9K ﹤0.01% 535
2020
Q3 		$1K Buy
+75
New +$825 ﹤0.01% 788

Other funds holding GWRS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
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
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
HI
Handelsinvest Investeringsforvaltning Herning, Denmark $208M AUM 35.27% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Institutional & Family Asset Management's GWRS Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Global Water Resources (GWRS) in Q1 2021, closing a stake of 700 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in GWRS in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 59 funds tracked by Wall St. Rank hold GWRS as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Global Water Resources position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 700 Global Water Resources shares in Q1 2021, an estimated $10K.
  • Institutional & Family Asset Management first reported a position in Global Water Resources in Q3 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Global Water Resources position peaked at $10K in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.