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PCM
Prelude Capital Management’s
California Water Service
CWT
Stock Holding History
Prelude Capital Management’s Portfolio
CWT Stock Details
CWT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
-300
Closed
-$14K
–
1974
2020
Q2
$14K
Buy
300
+229
+323%
+$10.8K
﹤0.01%
1486
2020
Q1
$4K
Sell
71
-210
-75%
-$10.9K
﹤0.01%
1248
2019
Q4
$14K
Sell
281
-629
-69%
-$32.8K
﹤0.01%
1650
2019
Q3
$48K
Buy
910
+309
+51%
+$16.6K
0.01%
1169
2019
Q2
$30K
Buy
+601
New
+$30.2K
﹤0.01%
1222
2015
Q1
–
Sell
-410
Closed
-$10K
–
1980
2014
Q4
$10K
Buy
+410
New
+$10K
﹤0.01%
1800
2014
Q1
–
Sell
-480
Closed
-$11K
–
1918
2013
Q4
$11K
Buy
480
+180
+60%
+$3.92K
﹤0.01%
1479
2013
Q3
$6K
Buy
+300
New
+$6.17K
﹤0.01%
1406
Other funds holding CWT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
PAMU
Pictet Asset Management (UK)
London, United Kingdom
$91.6B AUM
47.77%
1-Year Est. Return
Impax Asset Management Group
London, United Kingdom
$14.3B AUM
19.8%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
NI
Nuance Investments
Kansas City, Missouri
$717M AUM
3.8%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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