Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s York Water YORW Stock Holding History

Thrivent Financial for Lutherans’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
2017
Q4 		– Sell
-119
Closed -$4K – 2326
2017
Q3 		$4K Buy
+119
New +$4.04K ﹤0.01% 2236

Other funds holding YORW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans's YORW Position: Q4 2017 in Review

Thrivent Financial for Lutherans sold out of York Water (YORW) in Q4 2017, closing a stake of 119 shares — an estimated $4K sold.

Thrivent Financial for Lutherans first reported a position in YORW in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 100 funds tracked by Wall St. Rank hold YORW as of Q4 2017.

  • Thrivent Financial for Lutherans reported no remaining York Water position as of Q4 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 119 York Water shares in Q4 2017, an estimated $4K.
  • Thrivent Financial for Lutherans first reported a position in York Water in Q3 2017 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's York Water position peaked at $4K in Q3 2017.
  • 100 funds tracked by Wall St. Rank held York Water as of Q4 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2017, filed 14 Feb 2018.