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

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Loudon Investment Management's CWT Position: Q2 2019 in Review

Loudon Investment Management sold out of California Water Service (CWT) in Q2 2019, closing a stake of 12,920 shares — an estimated $701K sold.

Loudon Investment Management first reported a position in CWT in Q4 2013 and held it in 22 quarters. The position peaked at $721K in Q4 2018. 255 funds tracked by Wall St. Rank hold CWT as of Q2 2019.

Loudon Investment Management reported no remaining California Water Service position as of Q2 2019 after selling out during the quarter.
Loudon Investment Management sold 12,920 California Water Service shares in Q2 2019, an estimated $701K.
Loudon Investment Management first reported a position in California Water Service in Q4 2013 and held it in 22 quarters.
Loudon Investment Management's California Water Service position peaked at $721K in Q4 2018.
255 funds tracked by Wall St. Rank held California Water Service as of Q2 2019.

Based on Loudon Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.