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Northwest & Ethical Investments’s Watts Water Technologies WTS Stock Holding History

Northwest & Ethical Investments’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-36,930
Closed -$3.44M – 386
2019
Q2 		$3.44M Sell
36,930
-15,105
-29% -$1.29M 0.17% 167
2019
Q1 		$4.21M Hold
52,035
– – 0.22% 144
2018
Q4 		$3.36M Hold
52,035
– – 0.2% 152
2018
Q3 		$4.32M Hold
52,035
– – 0.27% 113
2018
Q2 		$4.08M Hold
52,035
– – 0.27% 119
2018
Q1 		$4.04M Buy
52,035
+11,206
+27% +$872K 0.27% 106
2017
Q4 		$3.1M Hold
40,829
– – 0.2% 151
2017
Q3 		$2.83M Buy
40,829
+9,913
+32% +$637K 0.18% 157
2017
Q2 		$1.95M Buy
30,916
+11,623
+60% +$725K 0.13% 199
2017
Q1 		$1.24M Buy
19,293
+7,000
+57% +$445K 0.08% 258
2016
Q4 		$802K Buy
12,293
+3,043
+33% +$199K 0.06% 285
2016
Q3 		$600K Buy
9,250
+2,900
+46% +$182K 0.04% 276
2016
Q2 		$370K Buy
6,350
+2,022
+47% +$114K 0.03% 199
2016
Q1 		$239K Buy
+4,328
New +$218K 0.02% 202

Other funds holding WTS

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwest & Ethical Investments's WTS Position: Q3 2019 in Review

Northwest & Ethical Investments sold out of Watts Water Technologies (WTS) in Q3 2019, closing a stake of 36,930 shares — an estimated $3.44M sold.

Northwest & Ethical Investments first reported a position in WTS in Q1 2016 and held it in 14 quarters. The position peaked at $4.32M in Q3 2018. 251 funds tracked by Wall St. Rank hold WTS as of Q3 2019.

  • Northwest & Ethical Investments reported no remaining Watts Water Technologies position as of Q3 2019 after selling out during the quarter.
  • Northwest & Ethical Investments sold 36,930 Watts Water Technologies shares in Q3 2019, an estimated $3.44M.
  • Northwest & Ethical Investments first reported a position in Watts Water Technologies in Q1 2016 and held it in 14 quarters.
  • Northwest & Ethical Investments's Watts Water Technologies position peaked at $4.32M in Q3 2018.
  • 251 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2019.

Based on Northwest & Ethical Investments's 13F filing for Q3 2019, filed 8 Jul 2025.