MinichMacGregor Wealth Management’s Artesian Resources ARTNA Stock Holding History

MinichMacGregor Wealth Management’s Portfolio ARTNA Stock Details ARTNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-413	Closed	-$15K	–	525
2018 Q1	$15K	Hold	413	–	–	0.01%	235
2017 Q4	$15K	Hold	413	–	–	0.01%	236
2017 Q3	$15K	Hold	413	–	–	0.01%	227
2017 Q2	$15K	Hold	413	–	–	0.01%	219
2017 Q1	$13K	Hold	413	–	–	0.01%	234
2016 Q4	$13K	Hold	413	–	–	0.01%	221
2016 Q3	$11K	Hold	413	–	–	0.01%	250
2016 Q2	$14K	Hold	413	–	–	0.01%	209
2016 Q1	$11K	Hold	413	–	–	0.01%	231
2015 Q4	$8K	Buy	+413	New	+$10.6K	0.01%	252

Other funds holding ARTNA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MinichMacGregor Wealth Management's ARTNA Position: Q2 2018 in Review

MinichMacGregor Wealth Management sold out of Artesian Resources (ARTNA) in Q2 2018, closing a stake of 413 shares — an estimated $15K sold.

MinichMacGregor Wealth Management first reported a position in ARTNA in Q4 2015 and held it in 10 quarters. The position peaked at $15K in Q1 2018. 87 funds tracked by Wall St. Rank hold ARTNA as of Q2 2018.

MinichMacGregor Wealth Management reported no remaining Artesian Resources position as of Q2 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 413 Artesian Resources shares in Q2 2018, an estimated $15K.
MinichMacGregor Wealth Management first reported a position in Artesian Resources in Q4 2015 and held it in 10 quarters.
MinichMacGregor Wealth Management's Artesian Resources position peaked at $15K in Q1 2018.
87 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2018, filed 13 Jul 2018.