River Wealth Advisors’s York Water YORW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,900	Closed	-$93K	–	527
2018 Q4	$93K	Hold	2,900	–	–	0.04%	197
2018 Q3	$88K	Hold	2,900	–	–	0.03%	217
2018 Q2	$92K	Buy	+2,900	New	+$92.9K	0.04%	211

Other funds holding YORW

BlackRock New York $5.72T AUM 30.48% 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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

River Wealth Advisors sold out of York Water (YORW) in Q1 2019, closing a stake of 2,900 shares — an estimated $93K sold.

River Wealth Advisors first reported a position in YORW in Q2 2018 and held it in 3 quarters. The position peaked at $93K in Q4 2018. 97 funds tracked by Wall St. Rank hold YORW as of Q1 2019.

River Wealth Advisors reported no remaining York Water position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 2,900 York Water shares in Q1 2019, an estimated $93K.
River Wealth Advisors first reported a position in York Water in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's York Water position peaked at $93K in Q4 2018.
97 funds tracked by Wall St. Rank held York Water as of Q1 2019.

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