Janney Montgomery Scott
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Janney Montgomery Scott’s California Water Service CWT Stock Holding History

Janney Montgomery Scott’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
2024
Q4 		– Sell
-6,348
Closed -$344K – 2725
2024
Q3 		$344K Buy
+6,348
New +$337K ﹤0.01% 2206
2023
Q1 		– Sell
-3,298
Closed -$200K – 2586
2022
Q4 		$200K Buy
+3,298
New +$198K ﹤0.01% 2375
2020
Q4 		– Sell
-7,881
Closed -$342K – 2230
2020
Q3 		$342K Buy
7,881
+296
+4% +$13.8K ﹤0.01% 1629
2020
Q2 		$362K Buy
7,585
+186
+3% +$8.78K ﹤0.01% 1520
2020
Q1 		$372K Sell
7,399
-1,523
-17% -$79K ﹤0.01% 1377
2019
Q4 		$460K Sell
8,922
-649
-7% -$33.9K ﹤0.01% 1457
2019
Q3 		$507K Sell
9,571
-1,072
-10% -$57.4K ﹤0.01% 1383
2019
Q2 		$539K Buy
10,643
+530
+5% +$26.6K ﹤0.01% 1389
2019
Q1 		$549K Buy
10,113
+1,903
+23% +$95.8K ﹤0.01% 1337
2018
Q4 		$391K Buy
8,210
+740
+10% +$32.8K ﹤0.01% 1426
2018
Q3 		$320K Buy
7,470
+1,583
+27% +$65K ﹤0.01% 1679
2018
Q2 		$229K Buy
+5,887
New +$230K ﹤0.01% 1788

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Janney Montgomery Scott's CWT Position: Q4 2024 in Review

Janney Montgomery Scott sold out of California Water Service (CWT) in Q4 2024, closing a stake of 6,348 shares — an estimated $344K sold.

Janney Montgomery Scott first reported a position in CWT in Q2 2018 and held it in 12 quarters. The position peaked at $549K in Q1 2019. 323 funds tracked by Wall St. Rank hold CWT as of Q4 2024.

  • Janney Montgomery Scott reported no remaining California Water Service position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,348 California Water Service shares in Q4 2024, an estimated $344K.
  • Janney Montgomery Scott first reported a position in California Water Service in Q2 2018 and held it in 12 quarters.
  • Janney Montgomery Scott's California Water Service position peaked at $549K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held California Water Service as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.