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Ipswich Investment Management’s Middlesex Water MSEX Stock Holding History

Ipswich Investment Management’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
2019
Q1 		– Sell
-420
Closed -$22K – 305
2018
Q4 		$22K Buy
+420
New +$20.7K 0.01% 324

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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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ipswich Investment Management's MSEX Position: Q1 2019 in Review

Ipswich Investment Management sold out of Middlesex Water (MSEX) in Q1 2019, closing a stake of 420 shares — an estimated $22K sold.

Ipswich Investment Management first reported a position in MSEX in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 159 funds tracked by Wall St. Rank hold MSEX as of Q1 2019.

  • Ipswich Investment Management reported no remaining Middlesex Water position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 420 Middlesex Water shares in Q1 2019, an estimated $22K.
  • Ipswich Investment Management first reported a position in Middlesex Water in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Middlesex Water position peaked at $22K in Q4 2018.
  • 159 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.