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Sand Hill Global Advisors’s California Water Service CWT Stock Holding History

Sand Hill Global Advisors’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
2017
Q4 		– Sell
-6,039
Closed -$230K – 112
2017
Q3 		$230K Sell
6,039
-1,961
-25% -$74K 0.02% 105
2017
Q2 		$294K Buy
+8,000
New +$286K 0.03% 94

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sand Hill Global Advisors's CWT Position: Q4 2017 in Review

Sand Hill Global Advisors sold out of California Water Service (CWT) in Q4 2017, closing a stake of 6,039 shares — an estimated $230K sold.

Sand Hill Global Advisors first reported a position in CWT in Q2 2017 and held it in 2 quarters. The position peaked at $294K in Q2 2017. 221 funds tracked by Wall St. Rank hold CWT as of Q4 2017.

  • Sand Hill Global Advisors reported no remaining California Water Service position as of Q4 2017 after selling out during the quarter.
  • Sand Hill Global Advisors sold 6,039 California Water Service shares in Q4 2017, an estimated $230K.
  • Sand Hill Global Advisors first reported a position in California Water Service in Q2 2017 and held it in 2 quarters.
  • Sand Hill Global Advisors's California Water Service position peaked at $294K in Q2 2017.
  • 221 funds tracked by Wall St. Rank held California Water Service as of Q4 2017.

Based on Sand Hill Global Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.