One Wealth Advisors’s Waters Corp WAT Stock Holding History

One Wealth Advisors’s Portfolio WAT Stock Details WAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-7	Closed	-$2K	–	472
2019 Q1	$2K	Buy	+7	New	+$1.59K	﹤0.01%	502
2018 Q3	–	Sell	-810	Closed	-$157K	–	611
2018 Q2	$157K	Sell	810 -31	-4%	-$6.11K	0.13%	152
2018 Q1	$167K	Sell	841 -7	-0.8%	-$1.45K	0.15%	137
2017 Q4	$164K	Buy	+848	New	+$164K	0.13%	144

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

One Wealth Advisors's WAT Position: Q2 2019 in Review

One Wealth Advisors sold out of Waters Corp (WAT) in Q2 2019, closing a stake of 7 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in WAT in Q4 2017 and held it in 4 quarters. The position peaked at $167K in Q1 2018. 579 funds tracked by Wall St. Rank hold WAT as of Q2 2019.

One Wealth Advisors reported no remaining Waters Corp position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 7 Waters Corp shares in Q2 2019, an estimated $2K.
One Wealth Advisors first reported a position in Waters Corp in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Waters Corp position peaked at $167K in Q1 2018.
579 funds tracked by Wall St. Rank held Waters Corp as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.