NFG
CWT icon

Nations Financial Group’s California Water Service CWT Stock Holding History

Nations Financial Group’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
2020
Q2 		– Sell
-5,540
Closed -$279K – 272
2020
Q1 		$279K Sell
5,540
-2
-0% -$104 0.12% 197
2019
Q4 		$286K Buy
5,542
+59
+1% +$3.08K 0.1% 237
2019
Q3 		$307K Buy
+5,483
New +$294K 0.11% 226

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Nations Financial Group's CWT Position: Q2 2020 in Review

Nations Financial Group sold out of California Water Service (CWT) in Q2 2020, closing a stake of 5,540 shares — an estimated $279K sold.

Nations Financial Group first reported a position in CWT in Q3 2019 and held it in 3 quarters. The position peaked at $307K in Q3 2019. 258 funds tracked by Wall St. Rank hold CWT as of Q2 2020.

  • Nations Financial Group reported no remaining California Water Service position as of Q2 2020 after selling out during the quarter.
  • Nations Financial Group sold 5,540 California Water Service shares in Q2 2020, an estimated $279K.
  • Nations Financial Group first reported a position in California Water Service in Q3 2019 and held it in 3 quarters.
  • Nations Financial Group's California Water Service position peaked at $307K in Q3 2019.
  • 258 funds tracked by Wall St. Rank held California Water Service as of Q2 2020.

Based on Nations Financial Group's 13F filing for Q2 2020, filed 13 Aug 2020.