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Salem Investment Counselors’s York Water YORW Stock Holding History

Salem Investment Counselors’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
2018
Q3 		– Sell
-25
Closed -$1K – 534
2018
Q2 		$1K Buy
+25
New +$801 ﹤0.01% 527
2018
Q1 		– Sell
-25
Closed -$1K – 573
2017
Q4 		$1K Hold
25
– – ﹤0.01% 549
2017
Q3 		$1K Hold
25
– – ﹤0.01% 552
2017
Q2 		$1K Buy
+25
New +$881 ﹤0.01% 644
2017
Q1 		– Sell
-25
Closed -$1K – 694
2016
Q4 		$1K Hold
25
– – ﹤0.01% 660
2016
Q3 		$7 Buy
+25
New +$746 ﹤0.01% 508

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Salem Investment Counselors's YORW Position: Q3 2018 in Review

Salem Investment Counselors sold out of York Water (YORW) in Q3 2018, closing a stake of 25 shares — an estimated $1K sold.

Salem Investment Counselors first reported a position in YORW in Q3 2016 and held it in 6 quarters. The position peaked at $1K in Q2 2018. 97 funds tracked by Wall St. Rank hold YORW as of Q3 2018.

  • Salem Investment Counselors reported no remaining York Water position as of Q3 2018 after selling out during the quarter.
  • Salem Investment Counselors sold 25 York Water shares in Q3 2018, an estimated $1K.
  • Salem Investment Counselors first reported a position in York Water in Q3 2016 and held it in 6 quarters.
  • Salem Investment Counselors's York Water position peaked at $1K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held York Water as of Q3 2018.

Based on Salem Investment Counselors's 13F filing for Q3 2018, filed 14 Nov 2018.