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McIlrath & Eck’s California Water Service CWT Stock Holding History

McIlrath & Eck’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
2021
Q1 		– Sell
-39
Closed -$2K – 757
2020
Q4 		$2K Hold
39
– – ﹤0.01% 619
2020
Q3 		$2K Hold
39
– – ﹤0.01% 583
2020
Q2 		$2K Buy
+39
New +$1.84K ﹤0.01% 586

Other funds holding CWT

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McIlrath & Eck's CWT Position: Q1 2021 in Review

McIlrath & Eck sold out of California Water Service (CWT) in Q1 2021, closing a stake of 39 shares — an estimated $2K sold.

McIlrath & Eck first reported a position in CWT in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 258 funds tracked by Wall St. Rank hold CWT as of Q1 2021.

  • McIlrath & Eck reported no remaining California Water Service position as of Q1 2021 after selling out during the quarter.
  • McIlrath & Eck sold 39 California Water Service shares in Q1 2021, an estimated $2K.
  • McIlrath & Eck first reported a position in California Water Service in Q2 2020 and held it in 3 quarters.
  • McIlrath & Eck's California Water Service position peaked at $2K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held California Water Service as of Q1 2021.

Based on McIlrath & Eck's 13F filing for Q1 2021, filed 12 May 2021.