SPIA
WAAS

Steward Partners Investment Advisory’s AquaVenture Holdings Limited WAAS Stock Holding History

Steward Partners Investment Advisory’s Portfolio WAAS Stock Details WAAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-215
Closed -$4K – 2486
2018
Q3 		$4K Sell
215
-285
-57% -$4.86K ﹤0.01% 2249
2018
Q2 		$8K Buy
+500
New +$7.18K ﹤0.01% 1846

Other funds holding WAAS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return

Steward Partners Investment Advisory's WAAS Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of AquaVenture Holdings Limited (WAAS) in Q4 2018, closing a stake of 215 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in WAAS in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 88 funds tracked by Wall St. Rank hold WAAS as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining AquaVenture Holdings Limited position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 215 AquaVenture Holdings Limited shares in Q4 2018, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in AquaVenture Holdings Limited in Q2 2018 and held it in 2 quarters.
  • Steward Partners Investment Advisory's AquaVenture Holdings Limited position peaked at $8K in Q2 2018.
  • 88 funds tracked by Wall St. Rank held AquaVenture Holdings Limited as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.