MWPCG
CTWS

Measured Wealth Private Client Group’s Connecticut Water Service Inc CTWS Stock Holding History

Measured Wealth Private Client Group’s Portfolio CTWS Stock Details CTWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-144
Closed -$10K – 819
2018
Q3 		$10K Buy
+144
New +$9.7K 0.01% 628

Other funds holding CTWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's CTWS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Connecticut Water Service Inc (CTWS) in Q4 2018, closing a stake of 144 shares — an estimated $10K sold.

Measured Wealth Private Client Group first reported a position in CTWS in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 131 funds tracked by Wall St. Rank hold CTWS as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Connecticut Water Service Inc position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 144 Connecticut Water Service Inc shares in Q4 2018, an estimated $10K.
  • Measured Wealth Private Client Group first reported a position in Connecticut Water Service Inc in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Connecticut Water Service Inc position peaked at $10K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Connecticut Water Service Inc as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.