PIA
HTO

Piedmont Investment Advisors’s H2O America HTO Stock Holding History

Piedmont Investment Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-299
Closed -$20K – 2073
2018
Q2 		$20K Buy
+299
New +$18.2K ﹤0.01% 1592
2016
Q3 		– Sell
-89
Closed -$3.5K – 677
2016
Q2 		$3.5K Buy
+89
New +$3.19K ﹤0.01% 282
2015
Q3 		– Sell
-94
Closed -$2.88K – 428
2015
Q2 		$2.88K Buy
+94
New +$2.84K ﹤0.01% 303

Other funds holding HTO

CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Piedmont Investment Advisors's HTO Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of H2O America (HTO) in Q3 2018, closing a stake of 299 shares — an estimated $20K sold.

Piedmont Investment Advisors first reported a position in HTO in Q2 2015 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 143 funds tracked by Wall St. Rank hold HTO as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining H2O America position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 299 H2O America shares in Q3 2018, an estimated $20K.
  • Piedmont Investment Advisors first reported a position in H2O America in Q2 2015 and held it in 3 quarters.
  • Piedmont Investment Advisors's H2O America position peaked at $20K in Q2 2018.
  • 143 funds tracked by Wall St. Rank held H2O America as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.