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Integrated Investment Consultants’s Middlesex Water MSEX Stock Holding History

Integrated Investment Consultants’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-525
Closed -$19K – 511
2018
Q1 		$19K Buy
+525
New +$19.4K 0.01% 544
2017
Q3 		$21K Hold
525
– – 0.01% 461
2017
Q2 		$21K Hold
525
– – 0.01% 463
2017
Q1 		$19K Hold
525
– – 0.01% 467
2016
Q4 		$23K Hold
525
– – 0.01% 441
2016
Q3 		$18K Hold
525
– – 0.01% 467
2016
Q2 		$23K Hold
525
– – 0.01% 461
2016
Q1 		$17K Buy
+525
New +$14.9K 0.01% 461

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Investment Consultants's MSEX Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Middlesex Water (MSEX) in Q2 2018, closing a stake of 525 shares — an estimated $19K sold.

Integrated Investment Consultants first reported a position in MSEX in Q1 2016 and held it in 8 quarters. The position peaked at $23K in Q4 2016. 131 funds tracked by Wall St. Rank hold MSEX as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Middlesex Water position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 525 Middlesex Water shares in Q2 2018, an estimated $19K.
  • Integrated Investment Consultants first reported a position in Middlesex Water in Q1 2016 and held it in 8 quarters.
  • Integrated Investment Consultants's Middlesex Water position peaked at $23K in Q4 2016.
  • 131 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.