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Sonora Investment Management’s York Water YORW Stock Holding History

Sonora Investment Management’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
2015
Q4 		– Sell
-122
Closed -$3K – 1172
2015
Q3 		$3K Buy
+122
New +$2.59K ﹤0.01% 926

Other funds holding YORW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sonora Investment Management's YORW Position: Q4 2015 in Review

Sonora Investment Management sold out of York Water (YORW) in Q4 2015, closing a stake of 122 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in YORW in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 79 funds tracked by Wall St. Rank hold YORW as of Q4 2015.

  • Sonora Investment Management reported no remaining York Water position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 122 York Water shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in York Water in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's York Water position peaked at $3K in Q3 2015.
  • 79 funds tracked by Wall St. Rank held York Water as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.