MPAM
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Monarch Partners Asset Management’s California Water Service CWT Stock Holding History

Monarch Partners Asset Management’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
2016
Q2 		– Sell
-101,737
Closed -$2.72M – 163
2016
Q1 		$2.72M Sell
101,737
-66,070
-39% -$1.64M 0.28% 103
2015
Q4 		$3.9M Buy
167,807
+78,182
+87% +$1.78M 0.41% 97
2015
Q3 		$1.98M Buy
89,625
+24,550
+38% +$537K 0.24% 97
2015
Q2 		$1.49M Hold
65,075
– – 0.2% 127
2015
Q1 		$1.59M Buy
65,075
+4,725
+8% +$117K 0.32% 120
2014
Q4 		$1.49M Sell
60,350
-58,550
-49% -$1.43M 0.32% 105
2014
Q3 		$2.67M Buy
118,900
+8,000
+7% +$188K 0.7% 54
2014
Q2 		$2.68M Buy
+110,900
New +$2.5M 0.7% 59

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IAMU
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return