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OTA Financial Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

OTA Financial Group’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-23,477
Closed -$287K – 82
2017
Q3 		$287K Buy
+23,477
New +$272K 0.16% 49

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BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

OTA Financial Group's ZWS Position: Q4 2017 in Review

OTA Financial Group sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2017, closing a stake of 23,477 shares — an estimated $287K sold.

OTA Financial Group first reported a position in ZWS in Q3 2017 and held it in 1 quarter. The position peaked at $287K in Q3 2017. 192 funds tracked by Wall St. Rank hold ZWS as of Q4 2017.

  • OTA Financial Group reported no remaining Zurn Elkay Water Solutions position as of Q4 2017 after selling out during the quarter.
  • OTA Financial Group sold 23,477 Zurn Elkay Water Solutions shares in Q4 2017, an estimated $287K.
  • OTA Financial Group first reported a position in Zurn Elkay Water Solutions in Q3 2017 and held it in 1 quarter.
  • OTA Financial Group's Zurn Elkay Water Solutions position peaked at $287K in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2017.

Based on OTA Financial Group's 13F filing for Q4 2017, filed 22 Feb 2018.