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Plante Moran Financial Advisors’s Global Water Resources GWRS Stock Holding History

Plante Moran Financial Advisors’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-750
Closed -$7K – 797
2019
Q1 		$7K Buy
+750
New +$7.22K ﹤0.01% 593

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Vanguard Group
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WAM
Water Asset Management New York $43.6M AUM 40.7% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Plante Moran Financial Advisors's GWRS Position: Q2 2019 in Review

Plante Moran Financial Advisors sold out of Global Water Resources (GWRS) in Q2 2019, closing a stake of 750 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in GWRS in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 58 funds tracked by Wall St. Rank hold GWRS as of Q2 2019.

  • Plante Moran Financial Advisors reported no remaining Global Water Resources position as of Q2 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 750 Global Water Resources shares in Q2 2019, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Global Water Resources in Q1 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Global Water Resources position peaked at $7K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Global Water Resources as of Q2 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.