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Leuthold Group’s California Water Service CWT Stock Holding History

Leuthold Group’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
2017
Q1 		– Sell
-72,667
Closed -$2.46M – 220
2016
Q4 		$2.46M Sell
72,667
-6,720
-8% -$223K 0.28% 138
2016
Q3 		$2.55M Sell
79,387
-2,397
-3% -$77.4K 0.27% 134
2016
Q2 		$2.86M Buy
81,784
+9,054
+12% +$266K 0.3% 125
2016
Q1 		$1.94M Buy
+72,730
New +$1.81M 0.21% 128
2015
Q1 		– Sell
-66,116
Closed -$1.63M – 203
2014
Q4 		$1.63M Sell
66,116
-16,118
-20% -$395K 0.16% 159
2014
Q3 		$1.84M Sell
82,234
-3,826
-4% -$90K 0.17% 158
2014
Q2 		$2.08M Buy
+86,060
New +$1.94M 0.18% 155

Other funds holding CWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return