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Laurel Wealth Advisors (California)’s Artesian Resources ARTNA Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-13,270
Closed -$368K – 328
2015
Q4 		$368K Buy
+13,270
New +$340K 0.19% 145

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BFA
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WA
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Dimensional Fund Advisors
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State Street
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CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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Laurel Wealth Advisors (California)'s ARTNA Position: Q1 2016 in Review

Laurel Wealth Advisors (California) sold out of Artesian Resources (ARTNA) in Q1 2016, closing a stake of 13,270 shares — an estimated $368K sold.

Laurel Wealth Advisors (California) first reported a position in ARTNA in Q4 2015 and held it in 1 quarter. The position peaked at $368K in Q4 2015. 91 funds tracked by Wall St. Rank hold ARTNA as of Q1 2016.

  • Laurel Wealth Advisors (California) reported no remaining Artesian Resources position as of Q1 2016 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 13,270 Artesian Resources shares in Q1 2016, an estimated $368K.
  • Laurel Wealth Advisors (California) first reported a position in Artesian Resources in Q4 2015 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Artesian Resources position peaked at $368K in Q4 2015.
  • 91 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2016, filed 6 Jul 2016.