PCM
HTO

Piermont Capital Management’s H2O America HTO Stock Holding History

Piermont Capital Management’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
Q4 		$1.5M Buy
+26,961
New +$1.6M 0.71% 75
2018
Q2 		– Sell
-14,776
Closed -$779K – 262
2018
Q1 		$779K Buy
14,776
+320
+2% +$18K 0.26% 120
2017
Q4 		$923K Buy
+14,456
New +$915K 0.3% 113

Other funds holding HTO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Piermont Capital Management's HTO Position: Q4 2018 in Review

Piermont Capital Management opened a new position in H2O America (HTO) in Q4 2018: 26,961 shares worth $1.5M. The stake represents 0.71% of the portfolio and ranks #75 among its holdings. This is a return to the name: Piermont Capital Management previously reported a position in HTO as recently as Q1 2018.

Piermont Capital Management first reported a position in HTO in Q4 2017 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold HTO as of Q4 2018.

  • Piermont Capital Management held 26,961 shares of H2O America worth $1.5M as of Q4 2018.
  • H2O America was a new Piermont Capital Management position in Q4 2018.
  • H2O America made up 0.71% of Piermont Capital Management's portfolio in Q4 2018, its #75 holding.
  • Piermont Capital Management first reported a position in H2O America in Q4 2017 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held H2O America as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.