KIG
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Kessler Investment Group’s Middlesex Water MSEX Stock Holding History

Kessler Investment Group’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
2013
Q4 		– Sell
-550
Closed -$12K – 170
2013
Q3 		$12K Buy
+550
New +$11.5K 0.03% 105

Other funds holding MSEX

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kessler Investment Group's MSEX Position: Q4 2013 in Review

Kessler Investment Group sold out of Middlesex Water (MSEX) in Q4 2013, closing a stake of 550 shares — an estimated $12K sold.

Kessler Investment Group first reported a position in MSEX in Q3 2013 and held it in 1 quarter. The position peaked at $12K in Q3 2013. 88 funds tracked by Wall St. Rank hold MSEX as of Q4 2013.

  • Kessler Investment Group reported no remaining Middlesex Water position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 550 Middlesex Water shares in Q4 2013, an estimated $12K.
  • Kessler Investment Group first reported a position in Middlesex Water in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's Middlesex Water position peaked at $12K in Q3 2013.
  • 88 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.