MYCIO Wealth Partners’s York Water YORW Stock Holding History

MYCIO Wealth Partners’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,088	Closed	-$235K	–	434
2019 Q4	$235K	Hold	5,088	–	–	0.02%	299
2019 Q3	$222K	Buy	+5,088	New	+$192K	0.02%	285

Other funds holding YORW

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

MYCIO Wealth Partners's YORW Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of York Water (YORW) in Q1 2020, closing a stake of 5,088 shares — an estimated $235K sold.

MYCIO Wealth Partners first reported a position in YORW in Q3 2019 and held it in 2 quarters. The position peaked at $235K in Q4 2019. 128 funds tracked by Wall St. Rank hold YORW as of Q1 2020.

MYCIO Wealth Partners reported no remaining York Water position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 5,088 York Water shares in Q1 2020, an estimated $235K.
MYCIO Wealth Partners first reported a position in York Water in Q3 2019 and held it in 2 quarters.
MYCIO Wealth Partners's York Water position peaked at $235K in Q4 2019.
128 funds tracked by Wall St. Rank held York Water as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.