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Stanford Investment Group’s Waters Corp WAT Stock Holding History

Stanford Investment Group’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-300
Closed -$40K – 297
2016
Q4 		$40K Hold
300
– – 0.02% 164
2016
Q3 		$48K Hold
300
– – 0.02% 154
2016
Q2 		$42K Hold
300
– – 0.02% 159
2016
Q1 		$40K Hold
300
– – 0.02% 165
2015
Q4 		$40K Hold
300
– – 0.02% 149
2015
Q3 		$35K Hold
300
– – 0.03% 154
2015
Q2 		$39K Hold
300
– – 0.03% 151
2015
Q1 		$37K Hold
300
– – 0.03% 160
2014
Q4 		$34K Buy
+300
New +$32.9K 0.03% 173

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Stanford Investment Group's WAT Position: Q1 2017 in Review

Stanford Investment Group sold out of Waters Corp (WAT) in Q1 2017, closing a stake of 300 shares — an estimated $40K sold.

Stanford Investment Group first reported a position in WAT in Q4 2014 and held it in 9 quarters. The position peaked at $48K in Q3 2016. 490 funds tracked by Wall St. Rank hold WAT as of Q1 2017.

  • Stanford Investment Group reported no remaining Waters Corp position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 300 Waters Corp shares in Q1 2017, an estimated $40K.
  • Stanford Investment Group first reported a position in Waters Corp in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Waters Corp position peaked at $48K in Q3 2016.
  • 490 funds tracked by Wall St. Rank held Waters Corp as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.