JFS Wealth Advisors’s Artesian Resources ARTNA Stock Holding History

JFS Wealth Advisors’s Portfolio ARTNA Stock Details ARTNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,000	Closed	-$57K	–	440
2016 Q3	$57K	Buy	+2,000	New	+$61.5K	0.02%	227

Other funds holding ARTNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFS Wealth Advisors's ARTNA Position: Q4 2016 in Review

JFS Wealth Advisors sold out of Artesian Resources (ARTNA) in Q4 2016, closing a stake of 2,000 shares — an estimated $57K sold.

JFS Wealth Advisors first reported a position in ARTNA in Q3 2016 and held it in 1 quarter. The position peaked at $57K in Q3 2016. 86 funds tracked by Wall St. Rank hold ARTNA as of Q4 2016.

JFS Wealth Advisors reported no remaining Artesian Resources position as of Q4 2016 after selling out during the quarter.
JFS Wealth Advisors sold 2,000 Artesian Resources shares in Q4 2016, an estimated $57K.
JFS Wealth Advisors first reported a position in Artesian Resources in Q3 2016 and held it in 1 quarter.
JFS Wealth Advisors's Artesian Resources position peaked at $57K in Q3 2016.
86 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2016.

Based on JFS Wealth Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.