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Lebenthal Global Advisors’s California Water Service CWT Stock Holding History

Lebenthal Global Advisors’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-45
Closed -$2K – 224
2020
Q4 		$2K Buy
+45
New +$2.22K ﹤0.01% 529

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PAMU
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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KBC Group
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NI
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Lebenthal Global Advisors's CWT Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of California Water Service (CWT) in Q1 2021, closing a stake of 45 shares — an estimated $2K sold.

Lebenthal Global Advisors first reported a position in CWT in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 259 funds tracked by Wall St. Rank hold CWT as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining California Water Service position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 45 California Water Service shares in Q1 2021, an estimated $2K.
  • Lebenthal Global Advisors first reported a position in California Water Service in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's California Water Service position peaked at $2K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held California Water Service as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.