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Measured Wealth Private Client Group’s Middlesex Water MSEX Stock Holding History

Measured Wealth Private Client Group’s Portfolio MSEX Stock Details MSEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,125
Closed -$54K – 469
2018
Q3 		$54K Buy
+1,125
New +$51.3K 0.03% 340

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Measured Wealth Private Client Group sold out of Middlesex Water (MSEX) in Q4 2018, closing a stake of 1,125 shares — an estimated $54K sold.

Measured Wealth Private Client Group first reported a position in MSEX in Q3 2018 and held it in 1 quarter. The position peaked at $54K in Q3 2018. 161 funds tracked by Wall St. Rank hold MSEX as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Middlesex Water position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,125 Middlesex Water shares in Q4 2018, an estimated $54K.
  • Measured Wealth Private Client Group first reported a position in Middlesex Water in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Middlesex Water position peaked at $54K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2018.

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