Personal Capital Advisors’s Waters Corp WAT Stock Holding History

Personal Capital 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
2020 Q2	–	Sell	-11,267	Closed	-$2.06M	–	377
2020 Q1	$2.06M	Buy	11,267 +1,687	+18%	+$356K	0.02%	203
2019 Q4	$2.24M	Buy	9,580 +1,763	+23%	+$389K	0.02%	200
2019 Q3	$1.74M	Buy	7,817 +1,016	+15%	+$219K	0.02%	202
2019 Q2	$1.46M	Buy	6,801 +1,631	+32%	+$356K	0.01%	206
2019 Q1	$1.3M	Buy	5,170 +1,029	+25%	+$234K	0.01%	198
2018 Q4	$781K	Buy	4,141 +943	+29%	+$179K	0.01%	207
2018 Q3	$623K	Buy	3,198 +1,295	+68%	+$251K	0.01%	210
2018 Q2	$368K	Buy	+1,903	New	+$375K	0.01%	225

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal Capital Advisors's WAT Position: Q2 2020 in Review

Personal Capital Advisors sold out of Waters Corp (WAT) in Q2 2020, closing a stake of 11,267 shares — an estimated $2.06M sold.

Personal Capital Advisors first reported a position in WAT in Q2 2018 and held it in 8 quarters. The position peaked at $2.24M in Q4 2019. 543 funds tracked by Wall St. Rank hold WAT as of Q2 2020.

Personal Capital Advisors reported no remaining Waters Corp position as of Q2 2020 after selling out during the quarter.
Personal Capital Advisors sold 11,267 Waters Corp shares in Q2 2020, an estimated $2.06M.
Personal Capital Advisors first reported a position in Waters Corp in Q2 2018 and held it in 8 quarters.
Personal Capital Advisors's Waters Corp position peaked at $2.24M in Q4 2019.
543 funds tracked by Wall St. Rank held Waters Corp as of Q2 2020.

Based on Personal Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.