JFGIW
WTS icon

Johnson Financial Group Inc (Wisconsin)’s Watts Water Technologies WTS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-560
Closed -$33K – 747
2016
Q2 		$33K Buy
+560
New +$31.7K ﹤0.01% 491
2016
Q1 		– Sell
-550
Closed -$27K – 779
2015
Q4 		$27K Sell
550
-1,125
-67% -$61.4K 0.01% 486
2015
Q3 		$88K Hold
1,675
– – 0.02% 358
2015
Q2 		$87K Hold
1,675
– – 0.02% 403
2015
Q1 		$92K Hold
1,675
– – 0.02% 403
2014
Q4 		$106K Sell
1,675
-425
-20% -$25.9K 0.02% 349
2014
Q3 		$122K Sell
2,100
-675
-24% -$41.3K 0.03% 293
2014
Q2 		$171K Buy
2,775
+1,875
+208% +$108K 0.05% 255
2014
Q1 		$53K Hold
900
– – 0.02% 371
2013
Q4 		$56K Sell
900
-1,925
-68% -$112K 0.02% 356
2013
Q3 		$159K Sell
2,825
-800
-22% -$42.6K 0.05% 233
2013
Q2 		$164K Buy
+3,625
New +$168K 0.05% 247

Other funds holding WTS

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return