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Integrated Wealth Management (Palm Desert)’s California Water Service CWT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-1,000
Closed -$32K – 388
2016
Q3 		$32K Buy
+1,000
New +$32.3K 0.01% 500

Other funds holding CWT

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CWT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of California Water Service (CWT) in Q4 2016, closing a stake of 1,000 shares — an estimated $32K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CWT in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 203 funds tracked by Wall St. Rank hold CWT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining California Water Service position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,000 California Water Service shares in Q4 2016, an estimated $32K.
  • Integrated Wealth Management (Palm Desert) first reported a position in California Water Service in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s California Water Service position peaked at $32K in Q3 2016.
  • 203 funds tracked by Wall St. Rank held California Water Service as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.