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Sowell Financial Services’s York Water YORW Stock Holding History

Sowell Financial Services’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
2019
Q1 		– Sell
-7,411
Closed -$238K – 594
2018
Q4 		$238K Hold
7,411
– – 0.03% 433
2018
Q3 		$225K Buy
+7,411
New +$228K 0.03% 311

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's YORW Position: Q1 2019 in Review

Sowell Financial Services sold out of York Water (YORW) in Q1 2019, closing a stake of 7,411 shares — an estimated $238K sold.

Sowell Financial Services first reported a position in YORW in Q3 2018 and held it in 2 quarters. The position peaked at $238K in Q4 2018. 97 funds tracked by Wall St. Rank hold YORW as of Q1 2019.

  • Sowell Financial Services reported no remaining York Water position as of Q1 2019 after selling out during the quarter.
  • Sowell Financial Services sold 7,411 York Water shares in Q1 2019, an estimated $238K.
  • Sowell Financial Services first reported a position in York Water in Q3 2018 and held it in 2 quarters.
  • Sowell Financial Services's York Water position peaked at $238K in Q4 2018.
  • 97 funds tracked by Wall St. Rank held York Water as of Q1 2019.

Based on Sowell Financial Services's 13F filing for Q1 2019, filed 15 May 2019.