RMR Wealth Builders’s Middlesex Water MSEX Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-600	Closed	-$47K	–	489
2021 Q1	$47K	Buy	+600	New	+$45.4K	0.01%	377

Other funds holding MSEX

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

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

RMR Wealth Builders's MSEX Position: Q2 2021 in Review

RMR Wealth Builders sold out of Middlesex Water (MSEX) in Q2 2021, closing a stake of 600 shares — an estimated $47K sold.

RMR Wealth Builders first reported a position in MSEX in Q1 2021 and held it in 1 quarter. The position peaked at $47K in Q1 2021. 159 funds tracked by Wall St. Rank hold MSEX as of Q2 2021.

RMR Wealth Builders reported no remaining Middlesex Water position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 600 Middlesex Water shares in Q2 2021, an estimated $47K.
RMR Wealth Builders first reported a position in Middlesex Water in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Middlesex Water position peaked at $47K in Q1 2021.
159 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.