JOYN Advisors’s American States Water AWR Stock Holding History

JOYN Advisors’s Portfolio AWR Stock Details AWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-48	Closed	-$3K	–	1752
2018 Q3	$3K	Buy	48 +23	+92%	+$1.38K	﹤0.01%	1317
2018 Q2	$1K	Buy	+25	New	+$1.39K	﹤0.01%	1526

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JOYN Advisors's AWR Position: Q4 2018 in Review

JOYN Advisors sold out of American States Water (AWR) in Q4 2018, closing a stake of 48 shares — an estimated $3K sold.

JOYN Advisors first reported a position in AWR in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 291 funds tracked by Wall St. Rank hold AWR as of Q4 2018.

JOYN Advisors reported no remaining American States Water position as of Q4 2018 after selling out during the quarter.
JOYN Advisors sold 48 American States Water shares in Q4 2018, an estimated $3K.
JOYN Advisors first reported a position in American States Water in Q2 2018 and held it in 2 quarters.
JOYN Advisors's American States Water position peaked at $3K in Q3 2018.
291 funds tracked by Wall St. Rank held American States Water as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.