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Legacy Wealth Management (Tennessee)’s American Water Works AWK Stock Holding History

Legacy Wealth Management (Tennessee)’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-155
Closed -$11.2K – 16
2016
Q4 		$11.2K Buy
+155
New +$11.2K ﹤0.01% 41

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s AWK Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of American Water Works (AWK) in Q1 2017, closing a stake of 155 shares — an estimated $11.2K sold.

Legacy Wealth Management (Tennessee) first reported a position in AWK in Q4 2016 and held it in 1 quarter. The position peaked at $11.2K in Q4 2016. 632 funds tracked by Wall St. Rank hold AWK as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining American Water Works position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 155 American Water Works shares in Q1 2017, an estimated $11.2K.
  • Legacy Wealth Management (Tennessee) first reported a position in American Water Works in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s American Water Works position peaked at $11.2K in Q4 2016.
  • 632 funds tracked by Wall St. Rank held American Water Works as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.