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Transamerica Financial Advisors’s California Water Service CWT Stock Holding History

Transamerica Financial Advisors’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-36
Closed -$1.65K – 1853
2025
Q3 		$1.65K Buy
+36
New +$1.66K ﹤0.01% 1078
2016
Q2 		– Sell
-988
Closed -$27K – 457
2016
Q1 		$27K Hold
988
– – ﹤0.01% 449
2015
Q4 		$23K Buy
+988
New +$22.4K ﹤0.01% 504

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Transamerica Financial Advisors's CWT Position: Q4 2025 in Review

Transamerica Financial Advisors sold out of California Water Service (CWT) in Q4 2025, closing a stake of 36 shares — an estimated $1.65K sold.

Transamerica Financial Advisors first reported a position in CWT in Q4 2015 and held it in 3 quarters. The position peaked at $27K in Q1 2016. 329 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

  • Transamerica Financial Advisors reported no remaining California Water Service position as of Q4 2025 after selling out during the quarter.
  • Transamerica Financial Advisors sold 36 California Water Service shares in Q4 2025, an estimated $1.65K.
  • Transamerica Financial Advisors first reported a position in California Water Service in Q4 2015 and held it in 3 quarters.
  • Transamerica Financial Advisors's California Water Service position peaked at $27K in Q1 2016.
  • 329 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on Transamerica Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.