River Wealth Advisors’s Middlesex Water MSEX Stock Holding History

River Wealth Advisors’s Portfolio MSEX Stock Details MSEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-283	Closed	-$15K	–	364
2018 Q4	$15K	Hold	283	–	–	0.01%	372
2018 Q3	$14K	Hold	283	–	–	0.01%	419
2018 Q2	$12K	Buy	+283	New	+$11.7K	﹤0.01%	430

Other funds holding MSEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Wealth Advisors's MSEX Position: Q1 2019 in Review

River Wealth Advisors sold out of Middlesex Water (MSEX) in Q1 2019, closing a stake of 283 shares — an estimated $15K sold.

River Wealth Advisors first reported a position in MSEX in Q2 2018 and held it in 3 quarters. The position peaked at $15K in Q4 2018. 159 funds tracked by Wall St. Rank hold MSEX as of Q1 2019.

River Wealth Advisors reported no remaining Middlesex Water position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 283 Middlesex Water shares in Q1 2019, an estimated $15K.
River Wealth Advisors first reported a position in Middlesex Water in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Middlesex Water position peaked at $15K in Q4 2018.
159 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.