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Kingsview Wealth Management’s Middlesex Water MSEX Stock Holding History

Kingsview Wealth Management’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
2020
Q3 		– Sell
-4,906
Closed -$330K – 684
2020
Q2 		$330K Buy
+4,906
New +$311K 0.03% 421

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EVM
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Kingsview Wealth Management's MSEX Position: Q3 2020 in Review

Kingsview Wealth Management sold out of Middlesex Water (MSEX) in Q3 2020, closing a stake of 4,906 shares — an estimated $330K sold.

Kingsview Wealth Management first reported a position in MSEX in Q2 2020 and held it in 1 quarter. The position peaked at $330K in Q2 2020. 152 funds tracked by Wall St. Rank hold MSEX as of Q3 2020.

  • Kingsview Wealth Management reported no remaining Middlesex Water position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 4,906 Middlesex Water shares in Q3 2020, an estimated $330K.
  • Kingsview Wealth Management first reported a position in Middlesex Water in Q2 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Middlesex Water position peaked at $330K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.