Mercer Capital Advisers’s California Water Service CWT Stock Holding History

Mercer Capital Advisers’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 Q3	–	Sell	-1,000	Closed	-$56K	–	154
2021 Q2	$56K	Hold	1,000	–	–	0.03%	148
2021 Q1	$56K	Hold	1,000	–	–	0.03%	146
2020 Q4	$54K	Hold	1,000	–	–	0.03%	138
2020 Q3	$43K	Hold	1,000	–	–	0.03%	142
2020 Q2	$48K	Hold	1,000	–	–	0.03%	135
2020 Q1	$50K	Hold	1,000	–	–	0.04%	128
2019 Q4	$52K	Hold	1,000	–	–	0.03%	145
2019 Q3	$53K	Hold	1,000	–	–	0.03%	148
2019 Q2	$51K	Hold	1,000	–	–	0.03%	147
2019 Q1	$54K	Hold	1,000	–	–	0.04%	145
2018 Q4	$48K	Hold	1,000	–	–	0.04%	146
2018 Q3	$43K	Hold	1,000	–	–	0.03%	154
2018 Q2	$39K	Hold	1,000	–	–	0.03%	157
2018 Q1	$37K	Hold	1,000	–	–	0.03%	161
2017 Q4	$45K	Hold	1,000	–	–	0.03%	159
2017 Q3	$38K	Hold	1,000	–	–	0.03%	169
2017 Q2	$37K	Hold	1,000	–	–	0.03%	175
2017 Q1	$36K	Hold	1,000	–	–	0.03%	179
2016 Q4	$34K	Hold	1,000	–	–	0.03%	184
2016 Q3	$32K	Hold	1,000	–	–	0.03%	194
2016 Q2	$35K	Hold	1,000	–	–	0.03%	181
2016 Q1	$27K	Hold	1,000	–	–	0.02%	192
2015 Q4	$23K	Hold	1,000	–	–	0.02%	205
2015 Q3	$22K	Hold	1,000	–	–	0.02%	200
2015 Q2	$23K	Hold	1,000	–	–	0.02%	212
2015 Q1	$24K	Hold	1,000	–	–	0.02%	207
2014 Q4	$25K	Buy	+1,000	New	+$24.5K	0.02%	204

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mercer Capital Advisers's CWT Position: Q3 2021 in Review

Mercer Capital Advisers sold out of California Water Service (CWT) in Q3 2021, closing a stake of 1,000 shares — an estimated $56K sold.

Mercer Capital Advisers first reported a position in CWT in Q4 2014 and held it in 27 quarters. The position peaked at $56K in Q2 2021. 267 funds tracked by Wall St. Rank hold CWT as of Q3 2021.

Mercer Capital Advisers reported no remaining California Water Service position as of Q3 2021 after selling out during the quarter.
Mercer Capital Advisers sold 1,000 California Water Service shares in Q3 2021, an estimated $56K.
Mercer Capital Advisers first reported a position in California Water Service in Q4 2014 and held it in 27 quarters.
Mercer Capital Advisers's California Water Service position peaked at $56K in Q2 2021.
267 funds tracked by Wall St. Rank held California Water Service as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.