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Litman Gregory Wealth Management’s American States Water AWR Stock Holding History

Litman Gregory Wealth Management’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,000
Closed -$75K – 221
2019
Q2 		$75K Hold
1,000
– – 0.02% 73
2019
Q1 		$71K Hold
1,000
– – 0.02% 61
2018
Q4 		$67K Buy
+1,000
New +$64.2K 0.02% 64

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Litman Gregory Wealth Management's AWR Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of American States Water (AWR) in Q3 2019, closing a stake of 1,000 shares — an estimated $75K sold.

Litman Gregory Wealth Management first reported a position in AWR in Q4 2018 and held it in 3 quarters. The position peaked at $75K in Q2 2019. 317 funds tracked by Wall St. Rank hold AWR as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining American States Water position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,000 American States Water shares in Q3 2019, an estimated $75K.
  • Litman Gregory Wealth Management first reported a position in American States Water in Q4 2018 and held it in 3 quarters.
  • Litman Gregory Wealth Management's American States Water position peaked at $75K in Q2 2019.
  • 317 funds tracked by Wall St. Rank held American States Water as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.