SWP
MSEX icon

ShoreHaven Wealth Partners’s Middlesex Water MSEX Stock Holding History

ShoreHaven Wealth Partners’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
-253
Closed -$20K – 184
2021
Q1 		$20K Buy
253
+1
+0.4% +$76 0.01% 171
2020
Q4 		$18K Buy
+252
New +$17.4K 0.01% 153

Other funds holding MSEX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Eaton Vance Management
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Pictet Asset Management (UK)
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ShoreHaven Wealth Partners's MSEX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Middlesex Water (MSEX) in Q2 2021, closing a stake of 253 shares — an estimated $20K sold.

ShoreHaven Wealth Partners first reported a position in MSEX in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 160 funds tracked by Wall St. Rank hold MSEX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Middlesex Water position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 253 Middlesex Water shares in Q2 2021, an estimated $20K.
  • ShoreHaven Wealth Partners first reported a position in Middlesex Water in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Middlesex Water position peaked at $20K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2021.

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