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LIM
Loudon Investment Management’s
California Water Service
CWT
Stock Holding History
Loudon Investment Management’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
2019
Q2
–
Sell
-12,920
Closed
-$701K
–
81
2019
Q1
$701K
Sell
12,920
-2,200
-15%
-$111K
0.61%
47
2018
Q4
$721K
Hold
15,120
–
–
0.68%
45
2018
Q3
$649K
Hold
15,120
–
–
0.52%
54
2018
Q2
$592K
Hold
15,120
–
–
0.47%
55
2018
Q1
$563K
Hold
15,120
–
–
0.45%
52
2017
Q4
$686K
Hold
15,120
–
–
0.52%
47
2017
Q3
$577K
Hold
15,120
–
–
0.45%
53
2017
Q2
$556K
Hold
15,120
–
–
0.42%
55
2017
Q1
$542K
Hold
15,120
–
–
0.41%
55
2016
Q4
$513K
Hold
15,120
–
–
0.4%
51
2016
Q3
$485K
Hold
15,120
–
–
0.38%
53
2016
Q2
$528K
Hold
15,120
–
–
0.42%
50
2016
Q1
$404K
Hold
15,120
–
–
0.33%
56
2015
Q4
$352K
Hold
15,120
–
–
0.28%
59
2015
Q3
$334K
Hold
15,120
–
–
0.29%
56
2015
Q2
$345K
Hold
15,120
–
–
0.26%
60
2015
Q1
$371K
Hold
15,120
–
–
0.28%
60
2014
Q4
$372K
Hold
15,120
–
–
0.28%
62
2014
Q3
$339K
Hold
15,120
–
–
0.24%
66
2014
Q2
$366K
Hold
15,120
–
–
0.25%
69
2014
Q1
$362K
Hold
15,120
–
–
0.26%
69
2013
Q4
$349K
Buy
+15,120
New
+$329K
0.26%
67
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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